At Nobles Pound, we take the time to personally know you. We generally follow a three-step approach as the basis for moving forward in every client relationship:
- Identify Choices – At our initial meeting, we gather information and have an in-depth discussion of your personal/family situation, your needs, preferences and financial goals.
- Discuss Options – Based on a thorough review of your information, we make recommendations for a personalized plan to meet your needs and goals; we explain, in detail, what we are proposing and answer any questions you may have.
- Execute Decisions – After you have had time to review our recommendations, we meet again to answer further questions, get your feedback, and then move forward to implement your customized plan.
