Our Process
Our fee-based planning is a three meeting process
01
Discovery meeting to complete a data sheet fact finder
02
The implementation meeting to take action on your plan and set up the account forms
03
Initial progress update
We will follow up with three meetings in order to:
04
Complete insurance review
05
Review the progress of your plan
06
Update goals and complete progress report
We will offer you a simple one page report on each of the following areas:
Assets shown in a circle chart
Implementation plan including action items based on client goals
The insurance grid showing all policies and coverage summaries
Legacy flow showing the entire estate plan summarized in one sheet
Annual tax projection reviews in the fall
We deliver by engaging our fee-based planning services:
- Financial planning
- Tax Planning
- Money Management
- Estate Planning
- Insurance expert
Ready to Take the Next Step?
Schedule a consultation with our Denver financial advisors today. Let’s discuss your goals and create a personalized financial plan tailored to your needs.