Our Process

Introductory Call

Getting to Know Each Other

Your journey begins with a brief, no-obligation call with a member of our leadership team. We’ll ask questions to understand where you are, where you’d like to go, and what you’re looking for in a financial advisor. You’ll also learn about our firm, our values, and how we serve our clients.

If we mutually decide to move forward, we’ll schedule your first meeting and send over a short list of items to help us prepare.

Discovery Meeting

A Deeper Dive into Your Financial Life

This is your first opportunity to connect with your advisor team. Our conversation will be collaborative, thoughtful, and centered around you. During this meeting, we will take a more in-depth look at your financial landscape, including your assets, income, goals, concerns, and what matters most to you.

Planning & Recommendations

Clarity, Strategy, and Next Steps

In our next meeting, we’ll present the first draft of your customized financial plan. We’ll walk you through a comprehensive financial statement and a retirement cash flow analysis, illustrating how your assets may evolve over time. You’ll learn about our investment philosophy, our recommendations for you, and how we would work together to bring your plan to life. 

Ongoing Relationship

A Lasting Partnership Focused on Your Long-Term Success

Once you become a client, you’ll have a dedicated team managing your plan with care and attention. Our relationship will be built on trust, communication, and a shared commitment to your goals. We’ll proactively monitor your progress, adjust as needed, and coordinate with your tax, legal, and other advisors to help ensure everything works in harmony.