What To Expect.

Often, people are afraid to take the first step towards a solid financial future because they aren’t sure what to expect. At WJR, we will guide you through the process with ease and transparency.

Initial Meeting: At this time, we will gather information about your unique financial situation and goals.

Strategy Session: After we assess your financial situation, we will discuss all of your available options to meet your goals.

Implementation: Upon consideration and understanding, we will meet to discuss your choice of financial strategies and what needs to be done to implement them.

Review: We will meet quarterly to ensure your financial plan is still meeting your goals and objectives.