The exploration begins with a confidential discussion to discuss your goals, concerns, and ideas about your brokerage: where it is and where it’s going.
We typically execute Mutual Confidentiality Agreements <click here for a sample> so that we can all speak openly in complete confidence.
To continue our exploration, we ask to review these items:
All of our planning is customized to meet your individual needs. Therefore, we usually meld the financial information and your vision to co-create scenarios that lead us to good outcomes.