Our Process
Why Choose Us?
As part of our effort to ensure that we understand our clients’ unique financial needs & can assist them in creating a roadmap to reach their goals, we follow a structured multiple meeting plan.
First Meeting: Discovery
Our first meeting is all about getting to know each other. We will focus on understanding your personal & financial goals, your timeframe, & completing an accurate Net-Worth Statement.
Second Meeting: Strategy
Together we will develop an effective long-term savings & retirement strategy that is custom-tailored to your needs & goals.
Third Meeting: Implementation
Now that we know where you are & where you want to go, we put your plan into action, step-by-step. We strive to make this process quick & easy for you.
Servicing Your Business: Monitoring & Adjusting
We monitor your accounts, check in periodically, & meet with you regularly to ensure your plan is working. As life changes occur, we make adjustments as necessary.
As part of our effort to ensure that we understand our clients’ unique financial needs & can assist them in creating a roadmap to reach their goals, we follow a structured multiple meeting plan.
First Meeting: Discovery
Our first meeting is all about getting to know each other. We will focus on understanding your personal & financial goals, your timeframe, & completing an accurate Net-Worth Statement.
Second Meeting: Strategy
Together we will develop an effective long-term savings & retirement strategy that is custom-tailored to your needs & goals.
Third Meeting: Implementation
Now that we know where you are & where you want to go, we put your plan into action, step-by-step. We strive to make this process quick & easy for you.
Servicing Your Business: Monitoring & Adjusting
We monitor your accounts, check in periodically, & meet with you regularly to ensure your plan is working. As life changes occur, we make adjustments as necessary.
Southern Charm Brokerage | 5429 South 41 Highway, Wallace, NC 28466
P: (910) 604-0801 | F: (910) 665-1192 | E: [email protected]m
P: (910) 604-0801 | F: (910) 665-1192 | E: [email protected]m