“Someone is sitting in the shade today because someone planted a tree a long time ago” – Warren Buffett

We have clients all over the country so we are not only used to, but we are happy to accommodate meetings over the phone or online web-conference if a face-to-face meeting does not work for you.

Our multidisciplinary process is designed to help provide you with comfort in how we operate and what we believe in, recognition of your values and what is important to you, and assurance that we can collectively chart a path to help you accomplish your objectives. 

Introduction & Education Meeting: 

We use this meeting as an opportunity to learn more about you – who you are, what your pain points are, and what drives you.  You will also have the opportunity to ask us questions and learn more about us so that you can decide if we are the appropriate financial advisors for you. 

It’s important to us that you take the time to vet any financial advisor you are speaking and therefore we do not feel it is appropriate to charge for an introduction and education meeting.  There is no pressure or expected commitment; this meeting is simply an opportunity for us to meet and educate each other.

Initial Discovery Meeting: 

In this meeting, we talk more in depth about you and your goals. We also begin collecting data on your financial life so that we can customize an appropriate game plan for you and your family.

Recommendation & Implementation Meeting: 

Once we have digested all the qualitative and quantitative factors about you and why you wish to engage in a relationship with us, we will meet to discuss the outcome of our analysis and offer suggestions on how to proceed.  With your buy-in, we will begin taking the necessary steps to implement the strategy that we have outlined. 

Ongoing Meetings: 

Just because we have designed a strategy and have begun implementing it does not mean our job is done.  In fact, it is just the start.  We will continue to meet to discuss the changes in your life and make any changes along the way.  We are also available in-between meetings via email and phone should you simply need help (be it how to access your account or questions about a financial strategy you heard a friend deploying).