Our Process

Introduction Meeting

About White Rhino Financial
Establish Relationship
Identify Key Concerns
Our Approach: The Living Balance Sheet®

Discovery Meeting

Diagnosis and Priorities
Document Collection
Aggregate Accounts

Strategy/Concept Meeting

Value Through Education
Protection Activator
Cash Flow
Investment and Retirement

Third Party Meeting

Introduction to White Rhino Partners

Implementation Meeting

Review Co-created Recommendations
Finalize Details of Processes
Alignment and Action

Follow-Up/Review Meeting

Set Alerts
Follow-Up and Semi-Annual Reviews