Discovery Meeting

Identify Goals

At our initial meeting, we’ll conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We’ll examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.

Investment Plan Meeting

Present investment plan

At this meeting, we’ll present our diagnostic of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.

Mutual Commitment Meeting

Confirm commitment

At this meeting, we’ll be ready to make a mutual decision about whether or not our team can add substantial value and if we should proceed. Should we both choose to work together, we’ll commit to working towards achieving everything that is important to you and your family. We’ll also execute the documents necessary to put your investment plan in motion.

45-Day Follow-Up Meeting

Organize account paperwork

When you have multiple investment accounts, it's easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we’ll help you organize all that paperwork in a notebook that we’ll provide. We’ll also answer any questions you may have so that you understand exactly what is happening with your money.

Regular Progress Meetings

Based on ongoing reviews and life changes, we’ll make any necessary adjustments to your investment plan to help you progress toward your long-term financial goals. The Advanced Plan that we create for you includes a comprehensive evaluation of your entire range of financial needs and our recommendations for moving forward. Our team of carefully selected professionals — each with a high level of knowledge and skill in key financial areas — evaluates all aspects of your financial situation and devises appropriate financial solutions. We’ll continue to prioritize and manage these solutions on an ongoing, systematic basis.