Our Process
Becoming a Client
Our process begins with a brief, 15-minute introductory phone call. This initial conversation lets us get acquainted and figure out whether our firm is well-positioned to serve your financial needs. If another advisor or firm may be a better fit, we will gladly offer a thoughtful referral.
We adhere to the principle of “diagnose before we prescribe.” Our initial meeting aims to understand your financial goals, priorities, and any current challenges you may be facing. The insights you share, along with any documents you provide, will inform a detailed analysis, culminating in clear, actionable answers to three essential questions:
- Where do you stand relative to your financial goals?
- What can be done to bring you closer to your goals?
- How can your investments be improved?
During this meeting, we will answer these questions and explain what's required to reach your financial goals. This meeting will offer you a transparent view of what it would be like to work together.
After this process, please consider whether engaging our services is the right next step. We encourage you to take the time necessary to make a well-informed and confident decision.
How do I know if I’m a good fit?
Our clients typically share a few essential traits:
- They value expert guidance and recognize that their financial future is too important to manage alone.
- They’re looking for a long-term relationship with a financial planner, not just a one-time plan or quick advice.
- They’re kind, respectful people. This might sound cliché, but we do our best work with genuinely thoughtful individuals where mutual respect and trust are present.
Our Four Step Process
1. Deep Dive Discovery
We begin by understanding what matters to you. We focus on your goals and concerns.
2. Customized Plan
We will write a financial plan based on your plans, your goals, and your risk tolerance