How It Works
Your wealth is one of the most personal areas of your life, which is why you are at the forefront of our process. From our very first meeting, we take the time to learn your story, what you care most about, and what financial wellbeing looks and feels like to you. Then, we’ll craft a plan aligned with your goals and will be here through the years to facilitate regular reflection about your progress—and update your strategy as your life evolves.
Discovery Meeting
Get to know what you’re looking for, share more about our offerings, establish your goals and priorities, and see if we’re a good fit. Reach Out to Schedule a Meeting
Gather Information
You’ll equip us with your financial documents and statements in order for us to understand your financial picture and create your initial plan.
Vision Meeting
In this meeting, together we’ll review the plan our team has created, discuss our recommendations, and begin to get you set up as a client.
Onboarding
We’ll help get you established as a client, opening any necessary accounts and creating your online login with us.
First Review
We’ll revisit and finalize your financial plan and investment recommendations and look ahead to determine your future needs.
Dedicated to Being Your Go-To Resource
In addition to overseeing your financial planning and investments, our entire team is personally at your service for any question that arises or any need that comes up as your life inevitably ebbs and flows. With personalized solutions and cutting-edge tools, getting you to the finish line is our goal.
