Process
Our goal is to take the stress out of financial planning by providing personalized guidance at every step. We are dedicated to your success and wellbeing, and our goal throughout the planning process is for you to feel supported, understood, and confident about your financial future.
Step 1
Our process begins with an introductory meeting. This will allow Shannon to introduce himself and develop a basic understanding of your situation. As a result, you will have a better understanding of our practice and will be able to determine if we are compatible for the work to come.
Step 2
If so, we would schedule a second meeting where the data gathering will begin. At this meeting, we will explore data and develop a better understanding of you and your family’s goals. Upon completion of this information gathering, our team will work on developing recommendations that fit your unique needs and goals.
Step 3
Then we will meet again to discuss and analyze our recommendations with you. This will give you an opportunity to fully understand our findings and scrutinize the plan in any way you see fit.
Ongoing Relationship
Our approach is designed to provide consistent communication and review. Once your initial plan is in place, we conduct an annual review meeting to keep up to date with you and ensure ongoing success.
OUR LOCATION
615 E 82nd Ave, Suite 104
Anchorage, AK 99518
