We educate, equip and empower our clients with financial knowledge, tools and strategies that enable them to move confidently through all life stages. It all starts with a complimentary F.I².T. meeting during which we adhere to four valuable steps.
Collectively assess our teaming potential and, if we are a good F.I².T., we’ll begin the deep dive into your financial life and ultimately take the plunge into planning.
Note: The information gathered during both your F.I².T. meeting and “deep dive” will allow us to determine which planning portal, Envision or Naviplan, will be most appropriate for analyzing and addressing your current financial situation in relation to your stated present and future goals. Investment planning is offered through Envision; Financial Planning is offered through Naviplan.