Broker Check

How We Do It

Getting to Know You

It’s important for us to get to know our clients. The more we learn about what matters to you, the better we can help ensure your money is working for you in the most efficient way possible. Often times, people are unaware of missed opportunities and may be losing money due to inefficiencies in their accumulation and protection strategies. Assessing your present financial status allows us to make educated decisions for the future. Using the Leap Model, we are able to test strategies before you take action.

In order for us to build your model, we request that you complete a confidential financial questionnaire. This gives us a full and accurate representation of your current financial situation.

What’s Next?

We will discuss how the model works for your financial situation by coordinating each section (“drawer”) to work together. This helps us verify the best course of action for you. Once we complete building your model, it will serve as your financial blueprint, helping you to make the most informed decisions moving forward. We use a variety of financial products and services to help you reach your goals. We want you to take control of your money and not your money to control you.

Our 7 Steps

1. Contact us

2. Schedule an initial meeting to discuss what matters to you

3. Provide financial information and supporting documents

4. Review your present financial position

5. Discuss strategies and solutions

6. Implement strategies

7. Periodically review and monitor strategies