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“We believe a good financial plan begins with your story and your visions. Let’s design a financial plan that works for you.”

When the clarity is there, the decisions are easy.

Our 3-Step Process to Become a Client

We believe you should “date before you marry.” Let’s get to know each other and make sure we are a good fit. Whether you work with us or not, we believe you’ll receive value from the time you spend with us. These 3 meetings are complementary.

Discovery Meeting

In this one-hour meeting we get into the specifics of your current financial, investment, and tax planning. We will be looking for ways we can improve your planning or if you have any red flags that may be a problematic down the road for you. This is a discovery meeting only and no recommendations are made. Following our meeting, we go away and carefully review your information and write out our recommendations.

Recommendation Meeting

Following the Discovery Meeting, we summarize our recommendations and the planning we will do for you, as your advisor. Once they’ve had a chance to review the planning recommendations, then you decide if want to work with us. You may decide immediately, or you may take time to sleep on it. Our relationships are long term, and we don’t believe in pressuring anyone. This is an important decision.

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