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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


 

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