Financial Planning

In step one we collect as much information from our clients as possible on all their financial products and services

One of the more pleasant process where we set short and long term goals and begin a journey to accomplishing them

Step three is probably the most important step as we closely examine income, cash flow, expenses, banking, assets, liabilities

At this stage after collecting every important bit of data from our clients we begin setting financial targets and create a plan to achieve them

Now that we know exactly what each client needs; we begin looking at carriers with whom we'll be placing our clients

We do a 30; 60 and 90-day check-up to ensure everything is running smoothly and clients are fulfilling the mandate we set out. After that, we hold annual reviews