our process


Introductory Call

It begins with a 15-minute phone call. This time gives us both the ability to learn a little about each other and make sure we are a good fit.

*If we determine that we are not a good fit for each other, no worries. We will point you toward an alternative solution.

Creating and Financing Your Importance

Now that we understand you more, it is time for us to meet either in-person or via a web conference. During this meeting, we continue to further define your financial goals and objectives, along with your initial constraints. We analyze where you have been and where you need to be.

Time To Think

We know the decision to hire a financial advisor is tough and we respect you taking all the time you need to make your decision. There are no high-pressure sales tactics as we want you to feel comfortable about this decision.

Welcome Aboard!

We'll give you a call to begin the onboarding process along with all of the customary muster and lifeboat drills before we get started, just to make sure we answer any outstanding questions and set the expectations of your new financial journey.

It All Starts Here