Our Process

Our Process

We believe that the more informed our clients are and the more we understand about our clients’ goals, the stronger their plan will be.

To support that process, we offer several free workshops:

  • Introduction to Bank on Yourself
  • B.O.Y. 101 – a workshop for plan owners to learn more about how to use their plans and to have discussions with other B.O.Y. plan owners
  • Financial Roundtable – all are invited to this drop-in group for interesting discussions concerning varied financial topics
  • From this point, we can schedule our initial meetings to learn more about your goals and needs.

Once your plan is in place, we ask that our clients meet with us regularly for a check-in conversation to review the plan and any changes that could affect the plan. We schedule six-month review meetings to speak by phone or in person.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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