- Gather and Analyze
- Develop your Financial Roadmap
- Discuss and Implement the Financial Plan
- Financial Forecasts
- Communication and Monitoring
The Watson Process
Our Five-Step Process helps set financial goals and build wealth. These steps ensures we are asking the right questions, and your answers will guide us through the financial planning process.
Our initial meeting is a free, no-obligation, conversation. It’s about getting to know one another by looking at your needs and wants and seeing if they are a fit with the services we offer. During our conversation, we will outline what our role is as a financial advisor and clarify what responsibilities you would have as a client.