Getting Started
We have designed a financial planning process that helps us discover and implement your goals while maintaining regular communication with you.
1. Let’s talk.
If you are interested in our services, contact us to schedule a complimentary 15-minute call. We will reach out promptly to discuss our services and how we may be able to help you.
2. Let’s meet.
Our free initial meeting will allow you to learn about our services and fees, and help us to get to know you and your financial situation. We will provide you with information that should help you make a decision about working with us.
3. Let’s move forward together.
Once you have made a decision, we will start the financial planning process by having you complete our Investment Advisory Agreement and Investment Advisory Questionnaires. These, along with other documents you provide, will help us craft your comprehensive financial plan.
4. Let’s Keep Talking.
We will meet as often (or as little) as you like. In the first year, we typically recommend that we meet three to four times. After that, we encourage our clients to meet with us at least once a year. Our meetings give us the opportunity to review your situation and make sure you are on target to meet your goals. Plus, we are always available by phone and email.