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