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OUR RELATIONSHIP WITH OUR CLIENTS SETS US APART

About Us

Everyone is different and has unique needs. The below process is a framework, but we work with you every step of the way to ensure you are comfortable with your unique plan.

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Step One:
Free Consultation

The process begins with a free meeting (phone or face-to-face) to determine your specific goals and how we can best work together. Depending on your unique goals, we will continue further through either Wealth Management, Financial Planning, or Hourly Consultation.  If we decide to work together, during this meeting we will provide you with the timeline and fee, and a list of documents to bring to our next meeting.  We will also provide our ADV and contract.

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Step Two:
Analysis

Our analysis begins with a review of your current financial situation.  There are no long forms to fill out.  Our information gathering process is conversational so we can understand your unique needs, goals and values.   Once we have all of the necessary information, we will begin our analysis. 

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Step Three:
Recommendation

At this point we will provide our tailored recommendation to help you reach your goals.  In the recommendation we will outline where you are now, where you should be and how to get there.  We will work together to create a timeline and implementation schedule.  We can then determine who should be responsible for each implementation item.

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Step Four:
Follow Up

Life continuously changes.  We are committed to your success and are your financial partner with every step.  These plans are meant to be adaptable to life’s changes and stages.  We will together determine when and how often we need to meet to review your plan.  For our investment management clients this is an ongoing relationship.  For our financial planning and hourly clients, this may be a quarterly or yearly review.