A Financial Advisor to Show the Way
Our financial planning process begins with the Summit Pathway Discussion, which helps you really think about what you need, want, and hope to achieve. It's a combination of practical and aspirational thinking that seeks to uncover what we need to do to get you to where you want to be.
We will be your guide during every step of the way toward your financial summit, ensuring that you know precisely what is taking place throughout putting together your plan. As the saying goes, “To whom much is given, much is required.” Everyone should put serious thought into their future; let us assist you with yours.
Summit Pathway Discussion
The Summit Pathway Discussion is meant to give you a clearer picture, so we can develop a plan that will help you achieve all of your needs, wants, and wishes. Here are some examples of questions that will be asked during this discussion:
Phase 1 – Where You Are
Phase 2 – Your Retirement Planning Needs
Once we have a firm grasp of what we’re working with, we can get to work understanding what you need, what you want, and what you wish to achieve. It is during this phase that we use your current resources to lay the groundwork and map out a trajectory to eventually attain your goals.