WHAT YOU CAN EXPECT
We’re here to guide you. In order to be the best guides that we can we need to plan the journey based on your specific needs.
There is no one-size-fits-all approach here. It will take a little getting to know each other. The way we do this is through personalized meetings, posing questions, offering options and finding the path that will work best for your situation.
Connect you with the right advisor and give some context to how we approach the first meeting.
Build rapport and relationship. Are we a good fit for you on a personal level? Do you trust our guidance and leadership around financial concerns? Would you look forward to building a strong professional relationship built on trust and mutual accountability?
Gather all of the financial data and complete conversations to build an actionable financial and investment plan. We will also be completing custodial account opening paperwork and advisory agreements.
Based on our conversations and understanding of all facets of your financial life, in this meeting we focus on detailed recommendations to implement an actionable plan. This includes portfolio allocation recommendations and implementation strategies and full balance sheet analysis.