How We Work
Thoughtful. Transparent. Tailored to Your Situation. So You Can Live Your Best Life.
Our Process
1 - We Get to Know You
Our relationships begin with a “fit” meeting. Tell us about yourself, your story and what you want to accomplish.
2 - Discuss How We Can Help
We will tell you what services we believe will be valuable to you and the cost. As a fee-only fiduciary, we are legally required to put your interests first. We will provide you required paperwork that explains our entire relationship in more detail.
3 - Mutually Agree to Move Forward
Once we both agree working together is a good fit, we will go over your current financial information to understand your particular circumstances and make sure we understand your questions and concerns. We will also discuss your values and goals, so we can integrate those into your recommendations.
4 - Present Our Recommendations
We will schedule a meeting to present our recommendations to you as well as any supporting documents such as a financial plan. This is the time for all your questions to be answered.
5 - Help You Implement the Recommendations
We will help you prioritize your next steps and guide you through any recommended changes. For any investment accounts we will be managing, we will implement the recommendations for you.
6 - We Review Your Progress
We typically meet with on-going clients at least once a year, if not more often. We are available for unlimited discussions for our on-going clients.
