Our Process

 

Step 1 - First Meeting
 
We will meet with you to discuss your current financial situation We will describe the Confidential Questionnaire, which is the first step in providing you with a personal financial engineering analysis. This questionnaire is designed to be easy and quick to complete. The completed questionnaire along with associated financial documents will be needed prior to the next meeting.
 
Step 2 - Questionnaire Review Meeting
 
Using the completed questionnaire along with the financial documents you have provided we will discuss your complete financial profile.
 
 
Step 3 - Strategy Meetings
 
From the results of the model and our discussions we will begin implementing the strategies we have agreed to that will help maximize your wealth creation with a minimum of additional expenditures.
 
Step 4 - Regularly Scheduled Meetings
 
We will meet with you on a regular basis to review and modify the strategy when necessary to reflect any changes in your financial status and recommend implementation of changes when necessary.