A 45-minute meeting or call learning, listening, and reviewing your values, needs, and goals and then showing how you can improve your success while delivering value for you to use.
We get to know each other and have a chance to make sure your situation matches our expertise. After all, you wouldn't see a Chiropractor if you needed heart surgery!
Review the information and data so that we can provide an analysis of your current situation. Remember, your past is your bedrock, while your future is your clay, and we will only worry about modeling your clay.
Provide you with some findings and recommendations along with action items. We will explain how you can improve your plan based on your values and goals against your financial objectives.
Think About It! - At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide to work with us on an ongoing basis, perfect, we will start our Financial Planning Process. If you decide we aren't a good fit, we know we delivered you some value, and we will happily help you find another professional with the right expertise if you want. There is never a hard sell or pressure to say "yes."
Excelsior Office
464 Second Street, Suite 208
Excelsior, MN 55331
Montevideo Office
1505 E Hwy 7, Suite 200
Montevideo, MN 56265
