We begin with an introductory call or Zoom session, so you can meet our advisors and share the financial needs and goals you have. Our advisor will share the different engagement options that are available to you and answer any questions you have about the process.

Our team will go to work collecting and aggregating your financial information to develop a baseline and to set clear strategies for the path to your financial goals. We will stay in touch for any additional clarifying items and consult third party professionals as needed.

Your advisor will meet with you to present the findings from our review and discuss recommendations that are tailored to meet your objectives. Once you’ve had a chance to study your opportunities, you can make an informed decision about the path you want to take. From there we go to work, moving from advocate to accountability partner to ensure you make it happen.

Once your initial engagement is complete, we stay in touch with updates on your progress, emerging opportunities for further success, and adjustments that can benefit you.