Your First 60 Days
We are committed to delivering a smooth, thoughtful, and efficient onboarding experience. Our structured 60-day process is designed to establish clear communication, develop a deep understanding of your priorities, and create a highly personalized strategy to support your long-term financial success.
What to Expect
Step 1: Initial Discovery Meeting
We begin by getting to know you – your goals, values, and priorities.- Discuss your financial objectives and what matters most to you
- Identify any unique considerations or complexities
- Explore how we can add meaningful value to your financial life
- Outline next steps and set clear expectations
Step 2: Strategy Development
During this phase, we conduct a thorough review and analysis.- Assess risk tolerance, time horizon, and cash flow needs
- Gather and review relevant financial documents
- Evaluate current investments and overall financial structure
- Develop a customized investment and planning strategy
Step 3: Strategy Review Meeting
We present and refine your personalized plan.- Review your investment and planning recommendations
- Discuss fees, costs and implementation details
- Address questions and confirm decisions
- Complete required documentation
Step 4: Strategy Implementation
With your approval, we put the plan into action.- Coordinate and complete asset transfers, as applicable
- Begin executing the agreed-upon strategy
Step 5: Follow-Up Meeting
We review progress and establish a rhythm for the relationship.- Review implementation and early progress
- Introduce and review available online tools and resources
- Establish a timely meeting cadence
- Schedule a comprehensive wealth planning session
Step 6: Comprehensive Wealth Planning
We expand the planning conversation to address your broader financial picture.- Coordinate with other trusted professionals, such as your CPA or estate attorney
- Develop and refine retirement, family, and estate planning strategies