The Private Sector Process



Introductory meeting with a Financial Planner. We want to understand your present and future goals. Will review a financial questionnaire to better understand your financial situation.



A CERTIFIED FINANCIAL PLANNER™ will review a list of actionable steps based on your specific financial situation. These action items help solve potential gaps in your financial plan. Instead of being given a list of To Do items, we use this time as an opportunity to provide education on the why and how.

**This part of the process can be anywhere from 1-3 meetings depending on the client's needs.



Engage in a partnership with us. We will help assist with completing your action items in the near-term and keep you on track for the long-term.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.