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:ConsultativeComprehensive 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!