THE HOMETOWN FINANCIAL PROCESS
What To Expect At Appointments
ANALYZE
In the first meeting, we will aim to get to know you and WHAT YOU WANT. This is a comprehensive analysis of your overall financial situation to help us build a plan. We ask lots of questions.
PLAN
In the second meeting, we present to you a custom PLAN and STRATEGY to help you reach your unique financial goals.
IMPLEMENT
In the third meeting, we IMPLEMENT the plan using the latest state of the art financial instruments at our disposal.
