Our Process to Engage and Work With New Clients


Introductory Meeting

  • In-person or phone meeting time for us to learn about each other
  • Identify your goals, values, dreams, special concerns or challenges


Fit Decision

  • By phone, a few days after introductory meeting to determine if we want to take the next steps
  • If yes, move forward with detailed data gathering



  • In-depth conversation to understand your current circumstances
  • Review current statements and discuss risk tolerance, time horizon, liquidity needs
  • Begin the Envision® plan process


Strategy Recommendations

  • Review your proposed investment strategy and initial Envision plan
  • Upon agreement, open new accounts and transfer in assets
  • Implement investment strategy


New Client Welcome

  • Review first statements 
  • Confirm individual account instructions and communication preferences
  • Address any additional questions


Your Comprehensive Investment Plan

  • Examine full-balance sheet
  • Trust and estate planning strategies
  • Special needs and elder care planning
  • Charitable giving
  • Business succession strategies


Ongoing Services Support

  • Stay connected
  • Monitor goals and priorities as life events unfold
  • Update your investment strategy/Envision plan as needed

Please Contact Fran Watson