Our first meeting is a complimentary session to discuss your concerns, goals, and dreams. We will talk about where you are today and where you want to be in the future. We will give feedback on your areas of strengths and areas of opportunity. By the end of the meeting, we will discuss how we can provide value to your situation, share our costs and services, and you can decide if you would like us to partner with you.
Data-gathering & Strategy. Our second session is to gather information and discuss assumptions related to your goals and dreams. We will review your timeframes, risk tolerance, and investment strategies.
Strategy Implementation. Our third session is to present your plan of action, timeframes, and strategies needed to accomplish each goal.
Client Service Meetings. After we complete initial action items needed to reach your goals, we then design a client service model so that we can monitor our progress.
Speak to a qualified advisor today.
Visit Us 5201 Great America Parkway, Suite 320 Santa Clara, CA 95054