Wealth Management Process

Learn what to expect when you meet with us. Request free consultation

Gain clarity, insight, and confidence with our simple an elegant wealth management process. You’ll get answers to your most important financial questions so you can reduce financial stress and enjoy life.

Discovery Meeting | Gain Clarity

In the free 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, now and in retirement.

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

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Investment Meeting | Provide Insight

In the free investment plan meeting, we will review what we learned from our first conversation together to make sure we have an accurate picture of your goals and finances.

Next, 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 questions about your investment plan and our services, before you decide to hire us as your financial advisor.

Should we both decide to move forward with the partnership, we will open your accounts, review our compensation again, and implement your investment plan.

This meeting will formalize our agreement to become your personal financial advisor. 

45-Day Follow-Up Meeting

Within 45 days after our mutual commitment meeting, we will meet again.

By now, your investment portfolio should be in place.

We’ll help answer 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 planning needs out side of your investments such as retirement planning, insurance planning, estate planning, tax planning, or anything else relating to your finances.

Regular Progress Reviews

Life is never static.

That’s why we’ll meet with you several times a year to keep you on track toward your goals.

We’ll also continually collaborate with our (or your) independent team of experts in the areas of investing, tax, insurance and estate planning to make sure you are always getting the best advice.

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