How it Works
What we offer—financial planning for New York area residents—is accomplished through a few simple exchanges of information that can yield a lifetime of rewards.
|1||Contact us to discuss our services. We will provide introductory material.|
|2||If you are interested, we will schedule a no-cost Get Acquainted Meeting.|
|3||During the Get Acquainted Meeting, we will exchange information and discuss the scope of services and a fee. If we mutually decide to proceed, you will pay half of the fee. We will supply you with a checklist of items we need to work on your plan.|
|4||When we receive the items on your checklist, we will follow up with any questions, schedule an Intermediate Meeting and begin to develop your financial plan.|
|5||During the Intermediate Meeting, we will clarify your goals, go over any remaining questions either of us have and schedule the Presentation Meeting.|
|6||At the Presentation Meeting, we will provide our written recommendations and discuss our service options for implementation: