We know that engaging in a financial planning and investment management relationship is a big decision. This is why we have a process that demonstrates how we will partner with you to address your key concerns.
Step 1: Learn More Call
Schedule a learn more phone call so that we can discuss your situation and how we work with clients like you. If you determine we are a good fit for your planning needs, we will schedule a discovery meeting.
Step 2: Discovery Meeting
Our goal is to learn more about your challenges and concerns. We request that you share some basic information with us before the call to help support our discussion and the creation of a one page plan.
Step 3: One Page Plan
We present a one page plan summarizing your goals, key areas where we can provide value, and a quote for services. We aim to answer any questions you may have so that you can make an informed decision.