Here's how we do it
Our Process.
1.
Exploratory Meeting
- Determine where and how FIT can add value
- Understand and define your wealth vision and goals
- Establish parameters for our relationship moving forward
2.
Create thestarting point
- After gathering and analyzing your information, we present back to you your current financial position
- We discuss areas of opportunity to enhance and increase your likelihood of success
3.
Begin the journey
- We begin to implement agreed upon strategies
- We partner with your other financial partners and professionals as necessary to ensure your success
- Provide access to your personal wealth page and other resources to enhance your experience
4.
Celebrating Milestones
- Throughout the months and years ahead we celebrate milestone victories
- We will manage, monitor and adjust your plan as your life changes
5.
Investments