Toll-Free 844-469-3904

Our Process — Listen, Understand, Accommodate

Our process is designed to accommodate your needs by understanding your current situation, your future, your feelings, and your family dynamics.

We understand that client needs change over time, and they need a process that accommodates their evolving circumstances.

Most importantly, our process revolves around two words: we listen.

One of the most important parts of our process is what we call "PREPME." We use this to create a holistic view of you and your goals.

Here's what it means:

PREPME

  • P ersonal
  • R etirement
  • E state Planning & Education Planning
  • P roperty
  • M oney
  • E arnings