Wealth Management Process

You'll enjoy a guided wealth management experience designed to answer all of your financial questions.

Your wealth management experience will provide you with clarity, insight, and confidence. Enjoy a simple and elegant approach to advice that is geared to help you answer your most important questions. Our goal is to make you feel more confident, more in control,  and wiser.

Discovery Meeting | No Cost

In the initial face-to-face 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

Using information gathered during the Discovery Meeting, we will run an analysis to stress test your investments against your goals.

This will help us 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 where you are, where you want to be, and what needs to happen to fill in the gaps.

We will clearly spell out the opportunities for improvement and make investment portfolio recommendations to help you on your way.

Mutual Commitment Meeting

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

Should we both decide to move forward with the partnership, we will deliver your custom investment policy statement. This document clearly spells out our investment philosophy and how we will manage your money going forward.

You will then sign paperwork necessary to implement the investment plan and simplify and transfer your accounts. This meeting will formalize our agreement to become your Personal CFO®.

45-Day Follow-Up Meeting

Within 45 days after our mutual commitment meeting, we will meet again during our 45-Day Follow-Up Meeting. This is designed to answer any questions regarding your statements, online account access, or anything else that may have popped up.

We will also take this time to begin addressing additional advanced planning needs such as retirement planning, insurance planning, estate planning, tax planning.

Track Progress Toward Your Goals

At this stage in the process, we will formalize your Wealth Management Plan through regular reviews and work with your CPA, Estate Planning Attorney, and our team of subject matter experts.

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.