| 1. |
Schedule a Discovery Session |
| 2. |
Request a Value Proposition Letter |
| 3. |
Consider an Optional Family Wealth Statement |
| 4. |
Consider an Optional Financial Checkup |
| 5. |
Begin Phase 2 - Tactical or Comprehensive Planning |
| 6. |
Begin Phase 3 - Implementation |
| 7. |
Begin Phase 4 - Annual Reviews |
