Step 1 - Schedule
All great things in life start with the first step.
In order for you to become a client you need to schedule a time to visit with one of our associates. To schedule an appointment call our office at (319) 444-2255, email morgan@johnsoninsurancebp.com or click here to see our next available appointments and schedule online.
Step 2 - Discover
We begin simply by getting to know you. Through conversation we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. During this stage we will make you fully aware of our capabilities and services, as well as set clear expectations of how the both of us will engage in this relationship.
Step 3 - Build
No matter what your goals may be it is our job to create a plan that fits you and your situation. We work with a wide scope of professionals to bring you the best product or service available. We present our recommendations to you in a simple manner that is easy to understand and lay out the necessary steps to implement. We mutually agree on a plan and complete the paperwork in an efficient manner.
Step 4 - Monitor
Once your plan is implemented our relationship has just begun. We continually monitor the progress of your financial plan to ensure it keeps working for you by meeting on a routine schedule. Your involvement remains crucial. Should you experience in life changes - we can discuss how your changing situation impacts your financial plan, and any necessary adjustments to keep your plan on track.