Our Process
What it’s like to work with us.
1 • Discovery Session
A relaxed conversation about your values and aspirations where you have the opportunity to see if our firm is a good fit for you and your family.
2 • Strategy Session
We dive deeper into your current investment strategies, financial trajectory, and risk profile while crystallizing your immediate and long-term goals.
3 • Solution Sessions
A dynamic, collaborative process of designing an updated financial plan, defining mutual expectations, and completing relevant paperwork.
4 • Orientation & Wealth Integration
We’ll give you an introduction to our online tools, review completed steps and your first statement, and coordinate with other financial professionals as needed.
5 • Ongoing Advisory
Opportunities to discuss life changes, review plans and goals, and make prudent updates to your investment, tax, and legal strategies.
