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.