THE PROCESS

The process used to determine if we at The Merlin Group can be of help to you and your family is a fairly simple one.

We devote the first meeting to an exchange of information and ideas so that we may learn more about each other. There is never any fee or charge for this time. It is our unwavering policy to fully disclose all methods of compensation and how a potential client may choose the one that is best suited to their needs or desires.

Next we gather information about where you are in life today and where you and your loved ones want to be at a determinate point in the future. We differ from other "financial planning" organizations in that your net worth and/or your investment accounts represent only a part of the overall picture. We will make every effort to learn about "your story"... the history and the legacy you wish to establish for the gift of life you are fulfilling.

Subtracting where you are today from where you wish to be at that special time in the future identifies the journey to be taken. Working together, we can apply the tools of our trade, our experiences and our expertise to create a map and timetable. The tools to assist you on your journey will not only be financial in nature but can be designed to be a reflection of your personal and family values as well. The decision to use the map or follow the timetable is always left up to those who will make the journey. Like Merlin, we function as the "advisor"... not as the ruler.