CONSIDERING NEST FINANCIAL? HERE’S WHAT TO EXPECT.
Our Process
Throughout our process, which really never ends since we work with you for a lifetime, we will educate and empower you. Our process is simple, strategic and makes sense.
Table Talk
We get to know each other and discuss your financial goals and our abilities.
Discovery Discussion
More in-depth discussions and review of any financial documents you have.
Presentation & Education
You see it in writing – a plan for how we will save, invest and utilize your money to grow wealth.
Implementation & Integration
We put the plan in place and make it work for you.
Maintain & Manage
Life happens. We visit regularly to make sure your financial plan meets your changing needs.
Table Talk
We get to know each other and discuss your financial goals and our abilities.
Discovery Discussion
More in-depth discussions and review of any financial documents you have.
Presentation & Education
You see it in writing – a plan for how we will save, invest and utilize your money to grow wealth.
Implementation & Integration
We put the plan in place and make it work for you.
Maintain & Manage
Life happens. We visit regularly to make sure your financial plan meets your changing needs.
OFFERING REAL-LIFE SOLUTIONS FOR REAL-WORLD PEOPLE.