HOW WE WORK WITH YOU
Sequinox starts by listening to what you want out of life not just out of financial planning. What’s important to you now? Where do you want to be in five years? What can we do for you? The focus is on you, so we can start an open honest discussion.
Let’s talk
We'll talk about your current income, savings and investments. We will quickly show you your current path and how working with us can possibly create more income, less tax, and even, an earlier retirement.
Let’s plan
Next, our team of CFP®s will spend time building your personal plan using our Financial Goals Navigator™ focusing on all 7 areas
We will meet again to review the plan showing you how to protect your assets, how to grow your assets with less risk, and even show you how to possibly retire "tax-free". You then are free to take the plan and implement it on your own or hire us to implement all or part of plan without any pressure.
Let’s take action
When you’re ready, we can handle everything. We will implement each area of our comprehensive financial plan and allow you to focus on what matters most. We manage assets, complete Roth conversions, and set up monthly distributions when you're ready to retire.
FINANCIAL PLANNING PROCESS
