Our Process and Services

We’ll schedule a 15 to 30 minute informal discussion to learn more about you, your goals, your background and your needs. This will give us an opportunity to get to know one another for each of us to determine if we are a good fit.

Next, we’ll invite you to our office or schedule a face-to-face virtual meeting where you’ll have the opportunity to meet our team. During this meeting, we’ll provide information about our services, philosophy, fees and more so you can feel confident during the decision-making process. 

After that, we’ll will work with our financial planning team to develop your own personal financial plan in writing. We’ll then present your plan and provide some initial solutions and recommendations based upon our analysis.

Once we all agree on the necessary next steps, we’ll open accounts, implement our investment strategy, and perform any other discussed duties. After all action items have been executed, we’ll meet at least once a year to review your progress and make any adjustments as needed.