1. Meet & Plan

Getting started is easy. You’ll schedule a Strategy Session with your financial planner to discuss your (and your family’s) goals and money life.

The secret to getting ahead is getting started. — Mark Twain

2. Build and Review

Using the PersoniFi platform, you and your planner will create a customized MyFi Map. You’ll be able to visualize your progress and see your next milestones. 

An investment in knowledge pays the best interest. — Benjamin Franklin

3. Implement & Update

Your MyFi Map will give you bite-size action items to help you get closer to achieving your goals. We’ll be there every step of the way to make sure you’re making progress and make adjustments to your Map as life happens.

A dream becomes a goal when action is taken towards its achievment. — Bo Bennett