OUR PROCESS IS SIMPLE...
Obtain essential information:
We begin by obtaining some essential information about you as this will enable us to have some insight on where you are now and what you are looking to achieve.
Align you with an advisor:
We will align you with one of our CERTIFIED FINANCIAL PLANNERSTM who will reach out to you to schedule a complimentary in-person or phone consultation.
Develop a customized financial plan:
Upon your approval, we proceed with developing a customized plan tailored just for you. Creation of the plan involves the CERTIFIED FINANCIAL PLANNERTM conducting an in-depth review and assessment of your current financial situation while providing experienced, professional recommendations on how we can work together to attain your goal.
Strategic partnership:
After the presentation of the financial plan, many of our clients decide to partner with GLOBE WEALTH MANAGEMENT to have us monitor the plan, manage investments, and assist with implementing any specific recommendations. Fees for service are determined by your specific investment amount and can be discussed in more detail if you select to choose us as your wealth management firm.
TALK WITH ONE OF OUR CERTIFIED FINANCIAL PLANNERSTM
TO LEARN MORE ABOUT DEVELOPING YOUR CUSTOMIZED FINANCIAL PLAN.
