The 4-step Process
Ongoing Client Review
We will establish a customized service model to include the frequency of reviews, content we will cover during reviews and personalized meeting agenda to address your ongoing financial needs and concerns.
We will present your financial plan and investment recommendations, make any necessary changes and establish our service model for new clients should you decide to engage in our services.
This is a critical part of the process where we will conduct a “Financial MRI” to obtain important information that will help us draft your financial plan
We will conduct an introductory meeting to discuss your financial goals, help you understand our financial planning and investment philosophy to decide if FPG is a good fit for you.