The goal of this 15-minute phone call is understanding if our services are aligned with what you need.

One of our advisers will spend the time listening to your primary concerns and setting expectations for the next step if we are a good fit for each other.
The goal of this meeting is to get a perfectly clear understanding of your goals, current situation, and concerns. Your advisor will meet with you in-person or on Zoom.

We will send you a list of financial documents to bring with you to this meeting to guide the discussion. This will allow us to do an analysis of your financial situation and answer your most pressing questions.
Our team of financial experts will review your current situation and prepare recommendations to improve four areas of your financial picture.

Retirement income - are you on track to a secure retirement?

Reducing your lifetime tax bill - what tax saving strategies should you consider?

Estate planning and insurance needs - Are there existing threats to your financial health?

Portfolio management - how can your investment portfolio be improved?
The goal of the second office meeting will be to share our recommendations in simple and plain English to achieve your financial goals. This will illustrate in dollars how much value you will receive from working with our firm.

You will have the chance to bring up questions about our services that came to mind since the last meeting. Without pressuring you to make a decision quickly, we will encourage you to take the time to digest the information we've shared before committing to working together.
The goal of this meeting is to answer any remaining questions you have and if you are ready, start the paperwork to become a client.

You will have a personal onboarding coordinator who will work with you to ensure all steps are done efficiently.

If this process makes sense to you, the next step is to decide if our qualifications meet your needs.

The goal of this 15-minute phone call is understanding if our services are aligned with what you need.
One of our advisors will spend the time listening to your primary concerns and setting expectations for the next step if we are a good fit for each other.
The goal of this meeting is to get a perfectly clear understanding of your goals, current situation, and concerns. Your advisor will meet with you in-person or on Zoom.
We will send you a list of financial documents to bring with you to this meeting to guide the discussion. This will allow us to do an analysis of your financial situation and answer your most pressing questions.
Our team of financial experts will review your current situation and prepare recommendations to improve four areas of your financial picture.
1) Retirement income - are you on track to a secure retirement?
2) Reducing your lifetime tax bill - what tax saving strategies should you consider?
3) Estate planning and insurance needs - Are there existing threats to your financial health?

4) Portfolio management - how can your investment portfolio be improved?
The goal of the second office meeting will be to share our recommendations in simple and plain English to achieve your financial goals. This will illustrate in dollars how much value you will receive from working with our firm.
You will have the chance to bring up questions about our services that came to mind since the last meeting. Without pressuring you to make a decision quickly, we will encourage you to take the time to digest the information we've shared before committing to working together.

Our Process

Interested in working with us? Our complimentary process will provide you with the information you need to decide whether our firm is a good fit to serve as your trusted adviser.