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Our Straightforward Process

Our Clients

Here’s What You Can Expect:

Step 1: 

Initial Phone Call

We’ll begin by scheduling some time to talk. This allows us to learn more about your concerns and provide the opportunity for you to ask the questions on your mind. 

Get In Touch

Step 2: 

In-Person or Virtual Discovery Meeting

If we both feel there is a mutual fit, we will ask you to gather and provide any relevant financial documents to help us better understand where you’re at currently. Then, we will discuss the details of our ongoing relationship including our services, fee structure and more. 

Step 3:

Assessment & Proposal Meeting

Once we’ve collected the relevant information about your financial picture, we will conduct an analysis of your wealth and review our findings during this assessment and proposal meeting. There is never a hard-sell or pressure to say "yes" to our full-service model.

Step 4:

Ongoing Review and Planning

When you’re ready to move forward, we will begin taking the next actionable steps together. Over time, we will continuously monitor your progress and readjust your financial plan as needed to stay on track with your evolving goals. 

Let’s Get Started

Our services are based entirely on your needs and situation. And, as you encounter changes in your lifestyle and/or goals, we will work with you to provide the advice needed to succeed. The value in our recommendations is best suited for delegators seeking a true professional in their lives. If this sounds like you, we look forward to connecting.

Begin With a Discovery Call