Step 1: Discovery
Learn about you, your goals for your money, and your life.
We take great care in getting to know our clients and what they want their life to look like now, in the near future, and over the long term. We build relationships with our clients first. Step 1 is all about getting to know you and letting you get to know us.
Step 2: Personal Plan
Development of a proactive wealth plan.
Using the knowledge we gained during the discovery process, we map out your custom plan. We ensure that your wealth plan is aligned with your unique goals and tolerance for risk.
Step 3: Partnering
Forming a mutual commitment for success.
When we agree to work together we are committing to being your fiduciary by putting your best interests first. This relationship becomes one of mutual trust, respect, and guidance. In order for us to provide the right type of guidance, we rely on you to be our guide as we learn more and more about you in the course of our relationship. It is important to communicate any changes in your life so that we are able to make adjustments to your wealth plan and investments as needed.
Step 4: Onboarding
Implementing your plan and integrating you with our firm.
Once a mutual agreement is made, we begin the process of bringing you and your assets under our care. Our team works with you to ensure a seamless transition so that we can begin implementing your wealth plan.
Step 5: Guidance
Monitoring your plan with regular ongoing progress reviews.
We’ll check in with you on a regularly scheduled basis to discuss changes, ideas, and performance. You don’t have to wait for a scheduled meeting to speak with us. We take care to provide personalized and accessible service so we are there when you need us.