For your first consultation appointment, we meet with you virtually or at our office in Laramie, WY.
The purpose of your first consultation appointment is to gain insight on you and your life goals.
It is important to provide us with all of your important financial documents that impact your overall net worth. We use a secure portal for you to send your documents prior to the appointment.
The purpose of your second appointment is to take everything we have learned and show you the guardrails we built to help you obtain your life goals.
Prior to your second appointment, a member of our team may need to call/email you for additional documentation and information. You also will be asked to take an assessment to gather more information about you and your financial situation.
At the end of the second appointment, we will determine if we can add value to your situation, and we can discuss costs associated with providing those services. You can then determine if we are a good fit for you.
We have access to a large variety of investment strategies to help achieve your goals.
We have relationships with multiple custodians that allows us to manage assets in a variety of different ways.
We work with you to determine the best investment strategy that will suite you as an individual.
The parties in a household are to be equally represented with goals and dreams.
This customized roadmap allows you to create an action plan to help you to achieve your life goals.
Find out your score – which is just as important as your credit score.
We are not in the business of sales, we are in the business of relationships and working with you to master your life goals.
We proactively employ every tool at our disposal to help to minimize tax impacts within your investment portfolio.