Our Process
Our meeting process is intentionally simple. Each step is designed around you, not the other way around.
It begins with a brief introductory conversation, usually by phone. It’s an opportunity for us to listen and understand what matters to you right now. To learn how you like to connect, whether by presentation or conversation and whether we can provide you with any resources in advance of our face-to-face meeting.
This ensures that when we do meet, we’re already aligned on what’s most important to you.
Next is our discovery meeting. A thoughtful, in-depth conversation about you, your goals, your concerns, and the life you want your wealth to support. It’s an open dialogue that is clear, honest, and unhurried. It’s your time to tell your story.
Afterwards, within about a day, you’ll hear from us in form of a personal follow-up that reflects what we discussed, outlines your options, and provides clear recommended next steps.
No vagueness. No pressure. No surprises. We don’t propose value, until we understand what’s valuable.
Just three intentional steps designed not to rush, but to give you clarity, perspective, and confidence, before you decide to make any commitment.
