Client Portal

Client Portal

The Millennium Process!

The Millennium Process!

The Millennium Process!

Getting to know you meeting

Getting to know you meeting

This initial meeting is for us to get to know each other better and see if we would be a good fit to help you achieve your goals.

This initial meeting is for us to get to know each other better and see if we would be a good fit to help you achieve your goals.

This initial meeting is for us to get to know each other better and see if we would be a good fit to help you achieve your goals.

Review YOUR Asset-Map

Review YOUR Asset-Map

Review YOUR Asset-Map

We believe that the best way to help our clients is to first identify where they currently stand. We have found that a picture is worth 1,000 words.

We believe that the best way to help our clients is to first identify where they currently stand. We have found that a picture is worth 1,000 words.

We believe that the best way to help our clients is to first identify where they currently stand. We have found that a picture is worth 1,000 words.

Engagement

Engagement

Engagement

We customize YOUR engagement letter to define the scope of our relationship. We only help you in the areas you want us to help.

We customize YOUR engagement letter to define the scope of our relationship. We only help you in the areas you want us to help.

We customize YOUR engagement letter to define the scope of our relationship. We only help you in the areas you want us to help.

Ongoing service

Ongoing service

We will provide checklists and flowcharts on a monthly basis to make sure that we a diligent with our planning process. We don't want to throw it all at you at once. We want to gradually build your overall plan and be there with you through it all.

We will provide checklists and flowcharts on a monthly basis to make sure that we a diligent with our planning process. We don't want to throw it all at you at once. We want to gradually build your overall plan and be there with you through it all.

Not ready to schedule a meeting, AMA

Not ready to schedule a meeting, AMA

Not ready to schedule a meeting, AMA

Have Questions?

Email Us
michael@mpgplan.com