When you work with Higgins & Bailley Wealth Management, we follow a specific template to make sure we cover everything in a timely and efficient manner. Our first meeting is designed to be casual and relaxed. Our goal is for us to get to know each other and find out what it is you want to accomplish.
Our planning process generally follows a similar path:
Get to know each other / discovery
Findings / recommendations
Clarification / implementation
Reviews / adjustments - ongoing proactive management