Our Process
Our Process is as follows:
- Initial meeting to explain my mission and explore how we can work together.
- The “What’s Important Meeting.” – Here we have an honest conversation to discover your goals and dreams.Information Request: You will receive online requests that will help you gather the data we need to get started.
- Plan Review Meeting: After compiling your data and thoughts, we meet to review your Living Plan.
- Plan Adjustment: After meeting, Plan can be adjusted for any additional thoughts.
- Plan Implementation Meeting: Once you make your decision to work with us known we will further discuss and process any required paperwork.
- Web Portal LP365 “White Glove” OnBoarding meeting: Training session to demonstrate, create and populate your personal web portals.
- Review meetings every 6 months.
- Semi-annual Client events.
As you see, a process with great thought and vision. Join my Private Clientele.