Process - The Meetings
The Meetings

A series of meetings that will change your outlook.

Birch Cove Group uses a time tested process for every client engagement: regular working sessions structured to ensure we establish and maintain a real connection with you. This connection allows us to ask the right questions and offer advice that aligns with the way you see the world.

Professional Network
Throughout the series of meetings, we consult with carefully selected professionals from our network to assist in key financial areas as we develop your plans. All of our professionals meet our high standards for integrity and professionalism, and offer clear, unbiased advice. Whether or not you work with these professionals to move forward with our recommendations is entirely up to you.


The Meetings

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"Nothing is particularly
hard if you divide it into
small jobs."
— Henry Ford