Broker Check

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 best 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 meets your needs.

STEP 3

Implementation

Upon developing a plan that meets 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 to ensure 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.

Ready to Get Started?

Contact Us