Broker Check

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


Free Guide: Will Tax Reform Impact You?

The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."

Thank you! Oops!