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My Process

As your Professional Services Quarterback, I will work diligently and with purpose to create a strategic financial services plan that accounts for all of your needs. As an insurance and financial advisor, I have a lot to offer my clients. But, like any good quarterback, sometimes I need backup. As your financial services advocate, I will reach out to your accountant, lawyer, or banker, and collaborate with them in order to effectively implement your plan.

  1. Assessment: At our first meeting, I will sit down with you to discuss where you are, where you have been, and where you hope to go. This is a time for us to get to know one another, and become comfortable working together.

  2. Building: After gaining clear insight into your goals and future dreams, I will build an insurance or investment plan tailored to your needs. I take the time to research solutions, shop rates, and search for benefits that are in your best interest. If necessary, I will enlist the services of lawyers, accountants, and compliance personnel to ensure the thoroughness and accuracy of your plan.

  3. Approval: Upon the completion of your personalized plan, I will walk you through each area to make sure you understand and approve of the plan as whole. After you sign-off on your new plan, I will present an implementation timeline detailing how and when it will be put into motion.

  4. Monitoring: Vago Financial Services will consistently monitor your plan to track its proper function in helping you obtain your goals. To enhance your experience and assure your satisfaction, we will meet regularly to go over the effectiveness of your plan, and make adjustments if they become necessary.