Book a call with me:
Working with us is simple and easy. We work through 4 simple steps with our clients to help them alleviate the uncertainty around their Financial Security:
1. Define core values and vision.
2. Highlight risks which could prevent them from reaching their goals.
3. Create a customized written plan to guide their financial decision making.
4. Stay in touch regularly to review customized plans as family and/or business evolve throughout life.
We look forward to partnering with you!
COMPLIMENTARY CONSULTATION
This meeting will be a concise 30-minute session designed to assess your financial goals and current situation. You can expect a focused review, pract...
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30 minutes
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CA RETIREMENT/PENSION APPOINTMENT
Welcome! I am here to serve and educate you about your state pension benefits and supplemental retirement options.It’s going to be an interactive me...
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30 minutes
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MEDICARE CONSULTATION
Thank you for scheduling a no-cost, no-obligation Medicare review. We’ll confirm your doctors and prescriptions, compare plan options (Medicare Adva...
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30 minutes
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FOLLOW UP APPOINTMENT
We look forward to continuing to serve and assist you! Navigating the financial, retirement & insurance spaces are complicated - let our team focus on...
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30 minutes
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APPROVAL APPOINTMENT
Congratulations! This appointment is to review your approval.
15 minutes
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6 MONTH REVIEW
It’s time for a 6-month check up! Things we will go over:Life changes in the past 6-monthsUpdate personal informationUpdate beneficiariesReview your...
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15 minutes
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ANNUAL REVIEW
It’s time for a check up! Things we will go over:Life changes in the past yearUpdate personal informationUpdate beneficiariesReview your current pla...
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30 minutes
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1on1 Licensing Orientation (Internal Use Only)
Welcome to OIC! This session will guide you through the licensing process. Our dedicated coordinators are ready to offer their support, so please resp...
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30 minutes
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BUSINESS PARTNER CHECK-IN (Internal Use Only)
Goal Setting ~ Training ~ AccountabilityYou are in Business for yourself, Not by yourself!
30 minutes
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GAME PLAN INTERVIEW (Internal Use Only)
Welcome New Business Partners!This is for NEW BUSINESS PARTNERS coming on board to do a Game Plan on how we can assist you to achieve your goals.Look ...
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1 hour
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