9900 Southwest Greenburg Road
IN THE NORTHWEST AND CALIFORNIA
WHAT TO EXPECT WHEN WE MEET:
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.
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.
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.
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.