Advisory Process

Enjoy a personal wealth advisory experience designed to help you reduce financial stress and boost financial security.

You’ve worked hard to achieve your financial success. But, with great success comes increased complexity and less time to focus on the things important to you. That’s why we’ve designed a simple and elegant wealth management experience that is geared to help you simplify and enhance your financial life. We’ll do the heavy lifting, so you can focus on your life.

Discovery Meeting | No Cost

In the initial discovery meeting, getting to know you better and gaining clarity on your individual and family situation is our top priority.

We begin by asking questions and listening to what is most important to you.

By the end of this meeting, you will understand our values, our responsibilities, our compensation, and how we can help you. We will understand what you want to accomplish and over what time frame.


Investment Plan Meeting | No Cost

During the investment plan meeting, we will recap what we learned during our first meeting together to make sure we fully understand your needs.

We will also walk you through our investment philosophy, investment plan, and investment recommendations.

Your investment plan will help determine what, if anything, can be done to better align your money with your goals. We will present our findings to you, in plain English, so you have a firm understanding of what you can do to improve.

Mutual Commitment Meeting

The mutual commitment meeting is your time to ask us any final questions about your investment plan and our services prior to moving forward.

Should we both decide to work together, you will sign the paperwork necessary to establish your new accounts, transfer your outside investments, and implement your personalized investment plan.

This meeting will formalize our agreement to become your Personal CFO®.

45-Day Checkup Meeting

In the 45-Day check up meeting we’ll answer any remaining questions regarding your statements, online account access, and anything else that may have popped up since we last met.

We will also take this time to start advising you on advanced financial planning needs such as retirement planning, estate planning, tax planning, accomplishing key life goals, etc…

Regular Progress Review

Your life, goals and finances will change.

That’s why we’ll continually track and adjust your plan as your life changes.

We’ll also collaborate with our independent team of tax, estate planning, and insurance experts along the way.

Several times a year, we will meet in person to revisit your goals and see what adjustments, if any, need to be made.

We will be there for you…not just at the beginning of this journey, but along the way.

You Want Financial Security.

We have a strategy to get you there.