We take a consultative approach to working with you and continuously evolve the process as your life evolves
“The Humanizing FOR2Mula”
• Why - We dive deep to determine the important aspects of your current and future situation in the following 3 areas
1.“F”amily
2.“O”ccupation, “R”etirement } “M”oney
3.“R”ecreation
– How - “M”oney - Our 5 step process is designed to get you there safely:
1. Understanding your needs
2. Planning for your needs
3. Choosing your solutions
4. Reviewing and communicating with you
5. Evolving and adjusting your plan