At TFG we work with our clients one on one to build a customized plan. We begin with a complimentary 15-minute call to learn more about one another. From there we will move into the financial planning process. This includes a discovery call, presentation of the financial plan, and any revisions that need to be made. Finally, we will have an implementation call to put the plan to work transitioning you to a wealth management client.
Our goal is to financially plan to help you achieve your desired lifestyle. Although I primarily work with professional women and their families no two situations are ever the same. Therefore, we use this custom plan that we update annually based on your life changes. We work to achieve your goals through investment, estate, education, retirement, insurance planning and more. In addition, we work one on one with the rest of your financial team which can range from estate attorneys to accountants.