How It Works

Your road to lifelong financial success begins with five simple steps.
Schedule Icon

Step 1

Schedule

The first place to start is getting to know each other. We do this by scheduling an introductory call or in-person visit. We will begin learning about you, your priorities, and your goals.

Schedule your consultation  »

Formalize relationship icon

Step 2

Formalize the Relationship

The consultation will reveal if the relationship is the right fit for you and us. If you decide to proceed, we will schedule the planning meeting and begin the necessary paperwork process. 

Plan icon

Step 3

Plan

We will fully discuss your situation, capture all relevant details, and then develop a customized plan aligned with your vision for the future. 

Implement Icon

Step 4

Implement

We put your customized plan into action.

Monitor icon

Step 5

Monitor and Maintain

We work with you every step of the way and help you make the adjustments necessary through life’s changes.

Raider Keenan

Take the first step and talk to a friendly advisor like Raider today.