Broker Check

Pete's Process

Of course we have a process for:

  • getting to know each other
  • determining a good fit
  • creating a financial plan
  • implementing and reviewing

Yet, are you more interested in your own process? Maybe that looks something like this?


Like a flat organization, you are in the middle trying to manage all of these different consultants in your life.

My goal is to turn this relationship into a larger consultative one - more like this

.... and see if you can benefit by working with a Financial Professional whose service is to aid in all areas of your financial journey?