Great relationships are built upon a foundation of getting to know one another. The more we understand your aspirations, the more we can help you with your individual needs. At our initial Discovery Meeting, we want to do just that – establish a foundation and get to know you, your dreams, goals, the family legacy you want to leave, and we are even happy to see photos of your children and grandchildren! Together, we will identify any obstacles you face in your financial goals. We will look at where you are, where you want to go, and how we can maximize the possibility of getting you there.

With information gained from our initial meeting, we go to work to show you what an advanced, actionable Investment Plan would look like that has the possibility of achieving your investment goals. At the Investment Plan Meeting, we present you with a complete diagnosis of your current financial situation and our recommendations for how we aim to improve it. This customized, advanced plan will help us both determine whether we should move forward in our process. The ideal outcome of this meeting is for you to understand the methods and objectives we outline and come away informed about the investment plan we have prepared for you.

The Mutual Commitment Meeting is the next step in our process. We will answer any additional questions you have from our last meeting and discuss your desire to work with us. By this point, we will be ready to make a mutual decision on whether our firm can add substantial value and execute paperwork if you are ready to proceed with becoming a client.

After we’ve been working diligently to get everything set up on your behalf, we set a 45-Day Follow-Up Meeting to give you updates since new accounts were opened and answer any questions you may have. Paperwork can be cumbersome. But we make it easy for you to follow and celebrate your future progress by establishing an organized system for reviewing and managing it all.

Life happens, and things change. Communication is essential. The most important question you likely have is, “How is it working?” We hold Regular Progress Meetings to keep you apprised of how your accounts are performing and incorporate changes as needed. Through the continued use of an Advanced Plan, we will review a range of recommendations, each designed to address a specific financial concern. We will begin and continue to implement the plan, focusing first on the life goals of the highest priority.

We not only stay in touch throughout the year to provide updates and answer questions, but we also want to sit down with you and review your account on a continuous basis. In these reviews, we will uncover any changes in your life that might call for adjustments to the wealth management plan. We will also review your progress to ensure that you are on track to achieving key goals.