Getting started with us isn't a single phone call — it's a relationship we build together
1. Discovery Meeting — This first meeting isn't about diving straight into numbers — it's about taking the time to get to know you and your situation. We want to understand your goals and what matters most to you, and just as importantly, you'll get a sense of whether this feels like the right fit for you.
2. Initial Planning Analysis — Once you've provided us with your requested financial documents, we get to work on an initial analysis of your current financial picture — a clear, honest look at where you stand today.
3. Financial Plan — After reviewing and discussing the results of your initial analysis together, we build your comprehensive financial plan — a personalized blueprint tailored to your goals.
4. Recommendations — Once your financial plan is complete, we'll walk you through our specific recommendations and make sure you understand exactly what each one means for your goals. From there, we take care of putting the plan into action — opening accounts, transferring assets, and implementing strategies on your behalf.
5. Ongoing Monitoring & Management — Your financial plan isn't something we set and forget. We meet with clients at least annually to review your plan, monitor your investments, and adjust for changes in the markets or tax landscape. Life doesn't wait for your next scheduled review, though — if something changes in your financial situation, we want to hear from you right away so we can meet and make adjustments to your plan.
