Our Process

At Ensign, we focus on strategies that maximize options for our clients.

Step 1

Client Interview to discuss your goals.  Together we decide your level of planning engagement:

  • Consultative
  • Comprehensive 
  • Concierge

Step 2

Risk Management discussion and analysis to protect your assets, income and medical expenses.

Step 3

Wealth Management discussion and analysis from savings habits to retirement goals.

Step 4

Build and align the Plan and get busy making it happen!