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OUR PROCESS
Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles.
Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
Exploration Phase
Based on our introductory meeting, we now want to take a deeper dive into your situation.
During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals.
The more open this phase is, the more detailed our plan can be.
Detailed Planning
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals.
We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.
Ongoing Aid and Advice
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan.
We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Insurance products and services are provided by Darlene Chung-Ying.
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Contact us
Drop us your message!
Call us
800-345-678.