Millennium Planning Group was started so that we can provide a new type of financial advice experience to our clients. We bring together really getting to know our clients and their families with the new virtual world. The majority of our interactions with our clients are virtual and we are 100% paperless.
OUR PROCESS
We start by providing anyone interested in working with us a complimentary consultation. From there we discuss if/how our services would fit within you and your family’s situation and with your lifetime goals.
- We have a 15-minute phone call to discuss what you are looking for and provide a brief introduction of who we are and if we would be a good fit.
- Next, we schedule a 30-minute zoom meeting to discuss in more detail how we can help you achieve your goals showing visualizations.
- Then we sign an agreement and start the onboarding process.
