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Getting Started

Becoming a Client is Simple and Streamlined

We’re so glad
you’re here!

We believe financial success by itself is hollow – it is only when combined with a vibrant, fulfilling life that one can find true happiness and joy.

Our commitment to you is to deliver more than just a financial plan – we concentrate our time and effort on implementing a strategy that encompasses the most important aspects of your life and truly speaks to your character and objectives.

It is important that our first interactions with one another establish a strong foundation, setting the tone for a beneficial and long-standing relationship. This process places emphasis in understanding who you are and what is most important, which is why we give you several opportunities to share with us before we set out to solve your financial priorities.

New Client Roadmap

We strive to establish each client relationship transparently and comfortably. Here’s what you can expect when deciding to work with us:

Step 1:Welcome Call

During a 15-minute welcome call, we learn a little about you and introduce ourselves and our firm.

Step 2:Client Insight Meeting

We invite you to our centrally-located Phoenix office, where you get to share your story! This is where we learn your priorities and create a complete financial map of your life: where you’ve been, where you are, and where you want to go.

Step 3: Our Analysis

After getting to know you and carefully reviewing your information, we tailor a Financial Action Plan that will start you on the path to your goals, while making sure you can still enjoy life now. Creating this plan shouldn’t make you feel like you’re sacrificing everything for a better tomorrow, but it will give you the peace of mind that you’re preparing for the road ahead.

Step 4: Action Plan Presentation

Next, we present your Financial Action Plan. This plan highlights our strongest recommendations for your financial success to help you achieve your goals. This is our opportunity to make sure we are both working together to move your goals and priorities forward.

Step 5: Invest In The Process

We know that a great tomorrow starts with sound decision-making today. It is vital that you wholly agree with the plan we’ve presented and share in our philosophy before making any decisions. When you’re ready, we’re ready!

If this process makes sense to you, read Who We Serve to see if you might be a good fit for our firm.

Who We Serve

If you are ready to begin your next steps to financial freedom, schedule your next conversation with us

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Begin your journey towards financial freedom today. We know we can help you and we look forward to meeting you.