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: All About Tax Reform

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.

Thank you! Oops!