Your experience begins with an in depth coaching assessment to guide us in clarifying your goals and identifying obstacles to early financial independence that you may not know exist.
If we are the right fit for each other we’ll address all aspects of your financial situation, including investment strategy, risk management, and cash flow management.
Our pivitol value coaching calls follow next. Experience has taught us that your financial strategy requires discipline and nurturing, As an integral part of your financial plan, you’ll participate in a personal monthly call from your personal professional financial coach to discuss your progress towards your goals as well as any financial concerns you may have at that time.
Every quarter you’ll receive customized statements from us, summarizing how each of your accounts have performed.