- Gather and Analyze
- Develop your Financial Roadmap
- Discuss and Implement the Financial Plan
- Financial Forecasts
- Communication and Monitoring
The Watson Process to Help set Financial Goals and Build Wealth
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.