Our Process

Before your first appointment, our office will mail you a checklist to help you collect the items you will need to bring along to our next meeting.

Now, let me tell you exactly what you’ll get.

We’ll create a comprehensive, step-by-step plan of action for you; telling you exactly what you need to do in four areas: Cash reserves, Debt management, Insurance and how to allocate your assets

We’ll tell you exactly how much you should have in cash reserves and how to get it there and keep it there.

We’ll take a look at your debt and give you specific advice on how to help reduce and or eliminate your debt on a schedule that really works for you.

We’ll take a look at every type of insurance that exists. We’ll tell you if you should you have it, how much you should have and what insurance may be right for you.

Then we’ll take a look at how your assets are allocated and we’ll give you advice on how to deploy or allocate those assets. What you end up with is a comprehensive plan that addresses all of your goals.

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