We believe the best advisors don't start by pitching a hot stock or predicting what the market will do next. They start by asking thoughtful questions about you. 

If you'd like to get started with us, here's how it works:

1. Introductory Call - 15 minutes to get to know you, answer your questions, and determine if there is a mutual fit. 

2. Discovery Call - 45 minutes to get a thorough understanding of your current financial situation and your goals. 

3. Draft Plan Review - 60 minutes to review our first draft of your financial plan and our recommendations. We'll provide specific portfolio proposals, next steps, and pricing details. 

4. Implementation - If you decide you'd like to work with us, we'll execute the recommendations from step #3. 

5. Maintain and Update - We don't just set it and forget it. We'll update and review your plan regularly, and make the changes necessary to keep your money optimized for your life. We'll stay in regular contact, and will be on retainer for as long as you're a client


*Time frames are estimates to give a general idea of the time commitment we'd like you to set aside for each meeting. Each situation and relationship is unique. 

Want to get started?