Our Process

In this first step, we will send you an Introduction Kit in the mail that includes important information about who we are as a firm. We will also arrange our first appointment with you once you receive the Introduction Kit.

The second step is our first meeting with you. At this meeting, we will determine your financial goals and what is important to you and your financial future to ensure that we are a good fit for each other and can work together efficiently and effectively.

After meeting with you for the first time, we will send you a Confirmation Letter and Checklist in the mail for you to complete. After confirming our second appointment with you, we will then meet with you to utilize our financial data-gathering tool in order to gather as much information as is necessary to begin developing your financial plan.

Our third meeting will consist of implementing actions included in your unique financial plan. In this step, we will open your accounts and begin the transfer of your assets. If there are other matters that require prompt attention, we will schedule another meeting with you to be held at a later date.

This step, though optional, can be useful to clients who have urgent financial needs to discuss after the financial plan has been implemented. We will adjust your asset allocation and your financial plan as-needed based on your circumstances.

Once your financial plan has been implemented, we will monitor and review it as our relationship with you develops over time. We will also send you a Welcome Card, a Welcome Letter, and a Welcome Gift in the mail along with your first statement as a thank-you for deciding to trust us with your finances.