We are thrilled to have the opportunity to elevate your financial health. Our first touchpoint might take 20 minutes or more and we are happy to invest the time to get to know you. Typically, it takes between 2-4 meetings to implement your customized solutions. You can expect to experience the following process:

  • Fit

    We want to get to know you to ensure we can add the best value to you and your loved ones.

  • Discovery

    What life stage are you in?  What’s important to you?  Where do you want to be?

  • Plan

    Analysis and design of your insurance plan given your unique needs

  • Proposal

    Walk through of recommendations

  • Implementation

    Turn the plan into reality

  • Monitoring

    Regular check-ins and servicing to ensure your plan still meets your needs as you journey through life

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