Pamela Tate
Review Meeting
Review your progress, discuss any changes in your life or goals, and make adjustments where needed.
Implementation Meeting
Begin putting your financial plan and agreed-upon strategies into action.
Power Wealth Management Meeting Next Steps
Review any remaining questions and determine the right next step for moving forward together.
Second Meeting
An introductory conversation to learn more about you, your financial goals, and what you’re looking for in an advisor.
Discovery Meeting
An introductory conversation to learn more about you, your financial goals, and what you’re looking for in an advisor.