Our process
LAUREN BLOOM | FINANCIAL PLANNER
Bloom Investment’s simple three-step process to becoming a client is intuitive and natural.
Step 01
Listen
Reach out to schedule a time to get to know each other, where you are, and knowing where you need to be.
Step 02
Consult
Once you decide to become a client of Bloom Investment, the next step is to collect the financial information that I need.
Step 03
Improve
I will present your financial plan and we will work together to implement the recommendations