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.
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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.