Our Process
An Established System
for Successful Outcomes

Our new client assessment process is designed specifically to determine the best "fit" between all parties. Our desire is to work with clients long-term and these steps lay a strong foundation we can build upon for long-term success.

  • Initial Consultation
  • Complimentary Financial Plan & Asset Allocation Study
  • Time to think, ask questions, and clarify unknowns
  • Engage/hire the firm
  • Open accounts and funding
  • Strategy implementation - smartly deployed vs all in at once
  • Ongoing proactive communication
    • Quarterly updates
    • Bi-annual review
    • Annual review