This is how it begins
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Step 1

We start with a simple conversation.....
​Our first conversation can start with a simple phone call or a Zoom call. We use this time to get to know you. Get to know us. This is a big jump for some people, so we want you to feel comfortable and confident in your decisions. The more open you are, the better it helps us to begin the process. We don't make any changes or decisions at this time. The time is used to gather facts and getting to know one another. We are open ears and open heart. Any situation can be helped, no matter what circumstances you may be in. We help those who are just starting their financial dreams to those who are worth millions like professional athletes. If you feel you this could potentially be a fit, then we will schedule a 2nd meeting and begin the "complimentary rough draft recommendation."

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Step 2

The Rough draft recommendations.....
During this phase, we begin our fact gathering in more detail. Your dreams, your worries, income, debts, assets and whatever else there is that you feel would benefit you in building a solid financial plan or to make some strong and confident recommendations. Your 1st draft should be ready in a few days. It will include the rough draft financial plan, brochures, useful information and hypotheticals. You take this with you for your review. Take as long as you need. Call us back if your not sure or need any clarification. Next is for you to decide if you need more time, more information, or if you would like to move forward and begin the process.

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Step 3

Start moving forward together...
​Now that we have the right plan in sight and the reasons at heart, we now begin the process to move forward with the commitment. We will gather all statements and facts needed from the investment plan, fill out the applications required and handle all paperwork needed to start you on your path of your financial plan. We streamline this process for you so we can build a long lasting and trusted relationship.

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Step 4

Follow-ups and Yearly reviews...
You will never be left alone. You will have access to speak to us on a daily basis if needed. You can set up a conference call, Zoom call or an in-person meeting whenever needed. You may email us anytime. On our side, we will send you quarterly updates, informational material and educational topics throughout the year. There will be an anniversary meeting with you on your accounts, and we will have a End of the year Recap for your review in December. During the anniversary meeting and end of the year review, recommendations will be discussed if any are needed. 

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We will be by your side the whole way through
-​schedule your stress free consultation-
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calendly.com/leonard22
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