Proudly Serving Hardworking Individuals
IN THE NORTHWEST AND BEYOND
We’ll Work With You Every Step of the Way
WHAT TO EXPECT WHEN WE MEET:
STEP 1
Introductory Meeting
We’ll begin by getting to know each other and providing a brief overview of our services and the values we adhere to. Upon determining a good fit, we’ll take a deeper look at your current financial situation and how we can help.
STEP 2
Plan Development
Next, you’ll work with our team to develop your goals, values and aspirations for your financial future. With advanced knowledge and industry experience, we’ll develop a customized plan that addresses your needs.
STEP 3
Implementation
Upon developing a plan that aligns with your needs and the objectives you have in mind, we’ll assist you with making informed decisions in the implementation process. This step may require setting up particular accounts, organizing the appropriate paperwork and more.
STEP 4
Ongoing Review & Monitoring
Over time, you’ll meet with your advisor so that your plan remains on track, regardless of any hurdles or milestones you may encounter. We will work with you should you have any questions in continuing your wealth empowerment and utilizing eMoney, you’ll have the opportunity to access your plan at any moment in time.