Sometimes it’s important to dive into the process behind what we do, so you know what to expect with Smart Choices Wealth Management Solution. Our process didn’t happen by accident. We have very intentional steps we take through the financial planning process.
In this episode, you will learn about the services we offer, and how we collaborate and brainstorm with other professionals to your benefit. Learn about each step in our process so you can determine if we may be a good fit for you.
Here’s some of what you’ll learn in this episode:
How the Discovery Meeting enables you to make smart choices. (2:23)
The Smart Choices Strategy Meeting will set you up with a financial plan, without committing to implementation. (3:28)
The Advanced Planning Meeting utilizes various professionals in different areas of expertise. We share your case with them anonymously and get feedback on other areas of financial planning. (5:14)
How we go about monitoring progress. (6:26)

For more, visit us online: https://www.chessmanwealth.com/ 

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