Our Process

Becoming A Client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consultation.


Our Steps


Module 1


First, we get to know you, your financial situation and your needs.

Module 2


We will conduct a thorough analysis of your current financial situation, your needs and your goals.

Module 3


We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address all your challenges.

Module 4

Monitor and Review

We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lifes as well as in the investment markets, tax laws and economic realities.