The Harvest Wealth Management for Life process consists of six steps. This process ensures our CFP™ professionals can thoroughly review your financial situation and long-term goals before formulating a specific strategy.
Step 1: DISCOVERY MEETING
The first step in the Harvest Wealth Management for Life™ is a face-to-face introductory meeting for us to get to know one another to identify and understand your goals, vision, special concerns, needs, objectives, and expectations. We also gather and review your financial documents and information and discuss your overall risk profile.