DISCOVERY MEETING

We learn about your current financial situation, risk tolerance, goals, values, needs, questions and expectations; you learn more about our firm and services.

We analyze gathered information to create a proposed customized plan and recommended services, all created with only your best interests in mind.

PROPOSAL MEETING

You will receive our analysis and fiduciary advice regarding next steps, whether that means moving forward with a plan and services from our firm or going in a different direction.

IMPLEMENTATION MEETING

A formal mutual agreement is established, at which time services and expectations are finalized.

Our team works closely with you to begin implementing your personalized plan, guiding you each step of the way as we put that plan into action.

45-DAY MEETING

We communicate with you along the way and will formally meet with you again at the 45-day mark to ensure the implementation process has been successful.

PERIODIC REVIEW MEETINGS

You will meet with us for a formal review at least annually, but your situation or preferences may deem it appropriate to meet more frequently. Regardless of your review schedule, our team is here for you year-round. We will work with you to determine the services we will provide to you and will deliver on those throughout the year, and we encourage our clients to stay in close contact with us and never hesitate to reach out with questions, concerns and, of course, life updates.