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Our Process

We have designed a process for new clients to discover your goals and create the financial planning and investment management solutions to help you achieve them.

  1. Meet for a complimentary consultation: We get to know you and your goals and discuss how we would help you achieve them. You will receive a quote so you can make an informed decision about working with us.

  2. Create a financial plan: We do a deep dive into your goals and dreams, determining your priorities. We gather your financial information and paperwork so we can create a plan custom-tailored to your situation.

  3. Deliver a customized plan: We present your comprehensive financial plan and go over our recommendations to help you take control of your financial life. We answer any questions you may have and explore potential what-ifs.

  4. Implementation of plan: We implement your plan and check in regularly with you to discuss the progress made. We also oversee the transfer of your investment accounts.

  5. Hold follow-up meetings: We meet regularly with you to discuss plan progress, provide investment updates, and learn about the changes in your life so that your life and plan remain in sync. We recommend quarterly meetings in our first year together and semiannual meetings in the second year and beyond.