Discover If We’re Right For You
There are few things more personal than your wealth, which is why we place you at the forefront of our planning. From the start, we’ll begin learning who you are, what you believe in and what you need to find your own financial well-being.
Throughout our onboarding process, we’ll clarify your financial goals, tolerance for risk and aspirations for the future. These details, combined with our industry experience, will act as the groundwork for your financial plan.
What Our Planning Process Looks Like
During a complimentary meet and greet, we’ll learn more about your unique personal and financial interests, as well as your current financial picture.
Establish the Relationship
Upon determining a mutual fit, we’ll provide an engagement letter with a proposed fee for our services. This will be based on the time and effort necessary to address your needs moving forward.
Next, we’ll ask you to gather any relevant financial documents that could help us paint a picture of your current financial standings.
Financial Planning Engagement
Over the course of 2-3 meetings, we’ll go over the details of what you can expect in an ongoing relationship with our firm. As we review your financial picture, we’ll begin to develop a plan based on your needs and goals moving forward.
Questions and Education
Our process is opened up at this time to answer any remaining questions you may have, offer insight or clarification and ultimately provide confidence in our services and relationship.