Our Process

1. Please review our website and read our FAQ page, specifically:
   What are the requirements for working with FFP? 
   
   
2. Complete our short survey here. This will help us determine if we are a suitable advisory firm for you. We will contact you shortly after you submit the requested information.
   
   Note:  if you engage our services, we will need other information including tax return data and investment statements.
   
   Why do you need this information? 
   
   
3. Schedule an initial no-obligation "discovery" meeting (phone or
   in-person) to determine if we are the right firm for you.
   
   Note: We require that all in-person meetings be in our office during normal business hours.
   
   
4. Once engaged, we develop and implement an appropriate investment strategy and assist you with your other financial
   planning needs.
   
   
5. Specific product recommendations are available through third parties; only if they make economic sense for you (remember, we receive no product-based compensation).
   
   
6. Periodic financial reviews insure that your investment plan is on track and in keeping with your goals and circumstances.