The client engagement model at Fort Independence Financial & Insurance operates as follows:
We talk briefly for 5-10 minutes to make sure a more in depth conversation will be worth your time and schedule our next appointment.
Here we talk confidentially about your current financial picture and most importantly where you’d like to make progress. It is important to examine existing -accounts, policies, estate planning, and other family or business considerations- so that your new plan is accommodative.
We’ll reconvene and walk through the customized proposal designed to meet your needs, prioritizing your most important goals. Under most circumstances, you will have options, so that you can visualize a strategy that suits you best.
Upon choosing to proceed with your planning, we begin the process of implementing whatever next steps are required.
On an annual basis or as needed, Mike will check in to make sure your needs are addressed. New baby, new job, new home, new business- life changes that alter your plan are the expectation. Together we’ll tweak your planning to stay on track.