The Process
Free Introductory Meeting
Plan Design and Presentation
Free Introductory Meeting
This 15–30 minute conversation is an opportunity for us to get to know one another. We’ll take the time to understand you, your family, your goals, and your financial priorities — as well as what you're seeking in a trusted advisor.
We'll also share more about our approach, values, and how we help clients like you. Most importantly, this
This 15–30 minute conversation is an opportunity for us to get to know one another. We’ll take the time to understand you, your family, your goals, and your financial priorities — as well as what you're seeking in a trusted advisor.
We'll also share more about our approach, values, and how we help clients like you. Most importantly, this meeting is about discovering whether there’s a strong mutual fit to move forward together.
There’s no obligation — just a chance to connect and see if we’re aligned in building your financial future.
Developing Your Goals
Plan Design and Presentation
Free Introductory Meeting
During this 1 hour face-to-face meeting, we will invite you into our office or visit you at your home to have a more detailed conversation about your current financial picture.
To facilitate a more in-depth conversation, we suggest that you bring along all relevant financial documentations for review and to help expedite this process. We
During this 1 hour face-to-face meeting, we will invite you into our office or visit you at your home to have a more detailed conversation about your current financial picture.
To facilitate a more in-depth conversation, we suggest that you bring along all relevant financial documentations for review and to help expedite this process. We will work together to shape and document your goals for which your custom plan will be built around.
Plan Design and Presentation
Plan Design and Presentation
Plan Design and Presentation
Based on all of the information you have provided us leading up to this point, we will construct a plan built to reflect you and your goals and how you are going to achieve them.
At our next meeting, we will present a plan that is specifically tailored just for you, illustrating the rationale behind our decisions and recommendations. Ever
Based on all of the information you have provided us leading up to this point, we will construct a plan built to reflect you and your goals and how you are going to achieve them.
At our next meeting, we will present a plan that is specifically tailored just for you, illustrating the rationale behind our decisions and recommendations. Everything from portfolio construction, fees and your initial service plan layout will be addressed to ensure that you are confident in moving forward.