Our Process

Our first engagement (phone, email, or an in-person meeting) will consist of getting to know each other. As for my part, we will discuss my history, my experiences, and how a typical relationship works. We will discuss your history, your goals, objectives, time horizons, concerns, and get a better understanding of where we can create value for you.

The following meeting(s) will consist of compiling statements, creating a dialogue, starting to formulate a plan, and organizing your financial future. This may include nest egg estimates, sustainable withdrawal plans for retirement, diversification of your assets, etc. The primary goal of the follow-up meetings is to identify all areas that require attention.

Once we have determined we are the right fit for each other and we have confidence in our path moving forward, only then will we begin to introduce any necessary paperwork.