appointment process

You describe what areas you want to be addressed i.e. goals, expectations, limitations. We as experts will listen and give our professional advice sharing potential solutions on how those areas can be addressed.

Where these strategies will be explained in detail, adjusted and decided by the client. You, the client will ask questions to get further clarity on these solutions and how they fit their goals. We as experts and professionals will in a clear manner answer those questions to make sure you fully understand each concept.  

We set up a time to discuss what funds will be used in this plan and how to transfer those funds into the accounts. Our support team will join this call to gather the necessary information to complete this process.

Our support team will give you a quick call weekly if any additional information is needed to complete the transfer process or send an up to the minute status report via email if the process is running smoothly.

Once the plan was been put into place and the accounts funded we will review with you the process and make sure any and all your questions have been answered.

We will reach out to you via email and phone message to set up an annual review. This is a yearly check up make sure the plan is working to your satisfaction and any addtional questions are answered. We are available for a free consultation any time during the year if you have questions or want to review the plan.