Our Process

You hand us the pieces. We’ll give you solutions. We love a good puzzle.

Through an in-depth discussion and discovery of your goals and values, to multiple points of strategic planning and follow-ups, we’re able to keep you informed on our progress in putting the pieces together for you.

Discovery Meeting

First, we start things off with an in-depth discussion of your goals, values, and current financial concerns. It’s through this initial discovery meeting that we get a better understanding of your unique situation.

Strategic Planning Meeting

Once there’s an intimate understanding of your unique situation and your goals, we’re able to create and present a comprehensive plan with our evaluation and recommendations.

Mutual Commitment Meeting

This is where we review and finalize the details of our recommended investment approach and finally confirm our commitment to our working relationship.

Follow-up Meeting

During a follow-up meeting, we take everything we’ve generated and researched and simplify it for you, helping familiarize you with the reports, tools, and full suite of services offered to you by our team.

Regular Progress Meeting

Here, you’ll be presented with a comprehensive plan, as well as a detailed evaluation that includes all of our recommendations and suggestions.

Let's get started.

Our independent advisors begin by meeting with you to find how the pieces of your financial puzzle fit together.

Please provide the following information so that we can schedule a meeting.