Our Unique Process

Intro Call or Meeting

 

Discovery Meeting

 

Reapproach Meeting

 
 

Financial Plan Client*

 

Single Need Client

 

Personal Financial Planning

 

Business Financial Plannings

 

Perform Needs Analysis

 

Estate Planning with Attorney (if needed)

 

Engage CPA

 

Recommendation Made

 

Implementation

* Offered through Barjes' affiliation with Eagle Strategies LLC, a Registered Investment Adviser.