Broker Check

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.  

Call to Schedule the Initial Meeting