In our Financial Overview Session, we get to know you and your finances a bit more, including things like your cash flow, net worth, objectives, and the time horizons for your savings.
Using this information, we will create and present to you a personalized Strategy Plan that outlines a roadmap to your financial objectives. We can amend this plan until it's perfect to your preferences.
Implementing the Plan
Create your profile on Agora to access an overview of all your investment accounts and your contributions.
We meet with our clients at least twice a year to review their accounts, the performance of their investments, and make sure the strategy plan is still the perfect fit for their financial situation.
Considering your goals and dreams, our licensed advisors are here to guide you through the process of developing a secure financial future.