Our Process

1  DISCOVERY

We start with a conversation...

The first discussion is not about making any investment changes or decisions, and we certainly have nothing to sell you. It is an opportunity for us to get to know you, and for you to get to know us. You can expect us to be direct in speaking to your concerns and relevant in educating you on your options.

We know you are not interested in wasting your time.  We feel the same.  If we can add meaningful value then we'll schedule a Financial Strategy meeting with you.  If your plans have you in a great spot already, we will gladly communicate that and welcome you to lean on us as a resource.

2  FINANCIAL STRATEGY

Within 1-2 weeks of your Discovery meeting, you will meet with your advisor to discuss your Financial Strategy.  Though it's not time for final investment decisions just yet.  We want to be certain that we're the right fit for each other.  We'll further explore: the level of risk you feel comfortable taking, your cash flow picture, what is your time horizon, and what are your expectations.

We invest into R&D...

We believe there is no shortcut to diligent Research in the Design of each client's optimal financial strategy.  Plans cannot be templated or universally applied to all clients.  Acknowledging this means we dig in with a fresh perspective, free of bias and assumptions, and with a keen awareness for the details.  

3  MUTUAL COMMITMENT

With the right plan designed and the right reasons at heart, it's time to make a commitment. We will organize the documents to formalize our relationship and the new investment plan.

4  FOLLOW UP

We know that new can be nerve-wrecking.  Among our top concerns in getting started are ensuring you remain confident, never in the dark, and with complete access.  Upon implementation of your investment plan we plan early check-ins and schedule our first review meeting:

1-Month Check-in: We'll ensure everything is reconciled and walk through your Private Client Portal access.

3-Month Check-in: Confirm your receipt & understanding of statements. We'll touch on how future reviews will look.

6-Month Review: First regular progress review to ensure we're staying on track and meeting your goals. Next 6-month review is scheduled.