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 create a strong foundation for lasting success.
01
Initial Consultation
02
Complimentary Financial Plan & Asset Allocation Study
03
Time To Think, Ask Questions & Clarify Unknowns
04
Engage / Hire The Firm
05
Open Accounts & Funding
06
Strategy Implementation
Ongoing Partnership
Proactive Communication Every Step of the Way
Quarterly Updates
Bi-Annual Reviews
Annual Planning Sessions