Getting Started With Us
Our Process
1. Discovery
- Determine your goals, needs, values
- Collect relevant materials
- Identify opportunities and risks
2. Assessment
- Balance sheet
- Cash flow
- Review retirment scenarios
- Identify potential tax reduction
- Analyize risks
- Social Security optimization
3. Recommendations
- Income tax
- Retirement
- Risk management
- Estate
- Investment portfolio
- Charitable giving
- Education funding
- Special projects
4. Implementation
- Coordinate with other professionals
- Secure risk management tools
- Income tax preparation
- Establish investment portfolios
5. Periodic Review
- Monitor and report progress
- Assess the impact of any changes
- Ongoing discovery
- Provide access to Covenant’s 24/7 online portal with your complete financial snapshot
Schedule a Free Call
Click the button below to select a day / time that's best for you to connect with our experts directly regarding your finanical planning.
Or fill out the form below to get a FREE Financial Evaluation
Start by filling out the form below, and one of our advisors will contact you. We offer telephone, videoconference, and in-person meetings for your convenience.