Our Process
Introductory Consultation
We begin with a complimentary introductory meeting to learn more about your goals, financial situation, and priorities. This conversation helps both sides determine whether we’re a good fit and whether our services align with what you’re looking for.
Strategy & Planning Conversation
If we move forward, we meet again to clearly define your goals and outline a customized plan or strategy designed to help you achieve them. This may include investment strategy, tax planning considerations, retirement planning, and other relevant areas based on your situation.
Implementation
Once the plan is agreed upon, we handle the implementation—opening and moving accounts, coordinating transfers, and putting strategies into place. After implementation, we reconnect to review everything once the dust has settled.
Ongoing Reviews
We meet on an ongoing basis—typically semiannually or quarterly, depending on account size and complexity. Clients are always welcome to schedule additional reviews or calls at no extra cost as questions or opportunities arise.
Coordination with
Your Other Advisors
We regularly coordinate with your CPA, estate planning attorney, and other professionals. In many cases, we act as the “quarterback” of your financial team to help ensure all parts of your plan are aligned and working together.
Ongoing Management & Support
As your life evolves, your financial plan should too. We provide ongoing support through live-updating financial plans, active portfolio management, and creative planning strategies that adapt as your goals, income, and circumstances change.