Initial Meeting
This meeting provides an opportunity for Tiana and you to get to know each other to determine whether or not we are a good fit.
We want to learn your WHY, what has drawn you into our office and what you are looking for in an advisory relationship.
Data Gathering & Analysis
If we decide to move forward after the initial meeting, we will have you complete a questionnaire that provides us with a better understanding of your current financial picture. Tedious, Yes! But the more information we have, the better we can service you!
We will then use our financial planning software to analyze your data, keeping in mind what is most important to YOU.
We're a good fit!
We will present our research and recommendations in a clear, understandable and conversational manner.
We will help you complete any necessary account paperwork and take care of any loose ends.
All paperwork will be reviewed and signed by both the client and Tiana.
Follow-Up Appointments
Appointments with Tiana will be scheduled as needed in order to help you make progress towards your goals, monitor your road map, and make updates as needed to navigate life's changes.
As a client, you can also expect annual reviews, phone appointments and ongoing exceptional customer service.