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