Step 1: Set up an introductory meeting

Step 2: Share financial documents and complete fact-finding questionnaire 

Step 3: State of the Union: Build your financial model

• Benefit from powerful reporting software
• Create an account aggregation tool 
• Review protection planning / cash flow 

Step 4: Investment coaching 

• Identify your true purpose for your money 
• Discover who are the enemies of your American dream
• Learn about the academically-sound way to engineer a portfolio

Step 5: Investment Analysis and Financial Education

• See how your current investing strategy compares to academic research
• Identify your risk tolerance
• Learn about tax-efficient accumulation and distribution strategies

Step 6: Recommendations

• Review risk management, retirement, college, estate, tax, and investment planning
• Receive clear and concise action steps to create a “Presidio fortress” around you and your family to help you reach your financial goals

Step 7: Ongoing Coaching and Reviews

• Semi-annual reviews to make any adjustments necessary to our plan, take advantage of any new opportunities, and continue the education necessary to have complete financial peace of mind
• Monthly investment coaching webinars to address market concerns
• Unlimited email/phone access to an experienced financial coach