Our Process

Stage 1 Inquiring Meeting

In this meeting we focus on seeing if there is a fit. You’ll walk away with an understanding of our team, and how we support our clients.

Stage 2 Discovery Meeting

This is an information gathering meeting only. It’s a chance for both of us to ask questions. The information gathered will help us to prepare our recommendations

Stage 3 Proposal Meeting

During this meeting we will discuss our findings and recommendations. Client may choose to open accounts during the meeting or set up a follow up meeting.

Stage 4 Implementation Meeting

Once assets have arrived, we review our recommendations and proceed to implementation. We discuss the frequency, timing, and topics for future meetings.

Stage 5 Monitor and Adjust

We monitor the progress according to the plan, adjust the plan and investment as needed. We’ll inform you, your accountant and attorney of anything you should be aware of, and help you navigate all your options.

Step 1 Learn About You

We start by getting to know you by learning about your background, the people you care about, hobbies and career.

Step 2 Understand Your Concerns

By understanding your concerns and what keeps you up at night we can ensure we’re able to put your mind at ease through proper wealth planning.

Step 3 Review Milestone & Goals

We factor in your short and long-term goals, and any life events,  into your plan so that we can ensure your savings will meet those needs over your lifetime.

Step 4 Discuss Current State

We review your financial accomplishments up until now to give you the peace of mind that everything is working the way you intend

Step 5 Prepare Recommendation for Your plan 

With this information we’ll begin to develop our recommendations and a plan for how we can add value to your situation.