Our Process
Our goal is for you to feel more like a teammate than a client. As a team, we are able to achieve great things — both in your personal and your professional life.
In the beginning
We’ll have informal meeting to learn more about you — where you’ve been, where you are, and where you’d like to be — to get a good understanding of how we can help you.
We’ll first focus on the challenges and opportunities that carry the most weight before moving on to the smaller details of your financial picture. By the end of the conversation, we’ll both have basic knowledge of what can be achieved and gained through the relationship.
After an initial meeting
And as long as both sides have decided it’s a good fit, we’ll sit down and discuss your financial documents, as well as your history.
This includes answering any outstanding questions either of us have and creating an initial strategy for our partnership moving forward. Throughout this meeting, we’ll talk about potential next steps and our rationale behind every decision so you gain a better understanding of our process.
Depending on your needs
We’ll schedule follow-up meetings to discuss any action items, recommendations and changes. During this time, we’ll communicate with you online and in-person to ensure you’re always aware of our progress, as well as your own.
Throughout this process, we’ll continuously monitor your accounts and make updates as we see fit. Regardless of whether or not there is a meeting scheduled, we are always here to answer any questions or concerns you might have.
