Our Process

Schedule a complementary, no pressure consultation. We want to learn about you and your financial goals. Click the Advisors button below, and choose a time to meet one of our Financial Professionals.

You’ll create a financial map with your Sitzema Financial Professional to achieve a clear financial strategy. We’ll provide common sense solutions and communicate them to you in easy to understand terms.

Since we’ve taken the time to get to know you, your resources, and your goals, you will finally be empowered to move clearly and confidently toward your goals. The implementation of your plan is the beginning of our relationship, not the end. We provide ongoing education and direct access to our team throughout the entire process. Click below to start your journey toward Financial Freedom.