The first steps in our discovery process typically look something like this:
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Our first meeting will involve an open conversation to gain an understanding of your goals
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After evaluating your portfolio, we will formulate a presentation to demonstrate the key areas we will be addressing. This will provide you with a clear understanding of what we will be working towards.
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After our first couple meetings, our team will carry out due diligence planning and organization
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This will ensure that wills, agreements, trusts, and valuations are in order to optimize your portfolio
In the first year, we will meet with you 4-5 times to build the foundation of your portfolio. The quality of our team is driven by open communication with our clients – we are always here to make sure your needs are met.
