What You Can Expect
Our Process:
Step 1
Discovery Meeting
Discovery Meeting
Imagine meeting with an advisor who wants to get to know you, not sell you something. Wants to hear your stories; what matters to you; what you value; your hopes, your dreams. This is where we start, not with cookie-cutter programs.
Step 2
Life Centered Financial Plan Meeting
Life Centered Financial Plan Meeting
At this meeting, you receive a comprehensive life centered financial plan that lays out a clear path for the life you want to live. We use the information you shared during the discovery meeting and in the documents you provided to develop the steps on your path.
Step 3
Launch Meeting
Launch Meeting
At this meeting, you will review the steps we’ve taken since you launched your financial plan. You will see the progress made on your plan. We answer any questions you may have to help you secure and sustain your peace of mind.
Step 4
Regular Progress Meetings
Regular Progress Meetings
We schedule 3 progress meetings each year.
- February - April: Annual review/plan update.
- May - July: Risk management/estate planning.
- August - November: Tax planning.
These meetings provide us an opportunity update your plan with new information. These meetings provide you an opportunity to review your progress . Some clients use the meeting as an opportunity to explore new ideas.
Meet Your Team
At Lifetime Capital Group, LLC
Schedule A Time to Meet With Us