Our Process

We believe financial success depends on process. By asking the right questions, we’ll help you find the right answers. We use an in-depth interview guide to better understand your values, goals, relationships, interests and more.

Here’s a quick look at our process for new clients, addressing all of their needs:

Discovery Meeting

This is our kick off meeting where we discuss your long-term expectations and goals.

Investment Strategy Meeting

Here, we present our recommendations and game plan for achieving those goals.

Mutual Commitment Meeting

Can our partnership add substantial value to your life? That’s the question we ask before deciding to work together.

45-Day Follow-Up Meeting

When you have multiple investment accounts, it’s easy to be overwhelmed. We will organize your paperwork and portfolio to help avoid that.

Regular Progress Meetings

Open communication and frequent advanced strategies meetings help lead to sustainable success. During these sessions, we will review your progress and make necessary adjustments for the years to come.