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.

financial meeting over coffee

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.

financial consultation

Step 03

Improve

I will present your financial plan and we will work together to implement the recommendations

woman doing ongoing financial planning

Schedule a time for us to chat.