let's get started

The journey to a better financial future starts with just one step. Our process is well-defined because we want you to feel completely comfortable working with us.  Our mission is to guide you toward financial contentment.

  • step 1: Discovery Meeting

    Our process starts with a Discovery Meeting which typically lasts about 90 minutes. During this time, we get to know you and hear more about what you're interested in achieving in life.  And, you get to know us!

  • step 2: Investment plan meeting

    We'll meet for a second time and present our investment plan. We'll suggest enhancements to your portfolio to ensure it provides the best opportunity for you to achieve your most important goals.

  • Step 3: Mutual Commitment Meeting

    Finally, we'll decide whether or not it makes sense to work together long-term. We're interested in keeping clients for many decades, so we take this process seriously. We only want to work with you if we can add significant value to your financial life.