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Let’s Create a Plan To Achieve Your Ambitions

An elderly couple gardening.

It Begins With Getting To Know You

As a relationship-focused wealth management firm, we believe that authentic connections begin with a foundation of trust and honesty. Our clients are like family to us and we are selective about the individuals we work with. The process of becoming a client involves a few unique steps designed to meet your goals and ultimately monitor your progress. 

What To Expect From Our Client Engagement Process

Step 1: Discovery

In our first meeting, we will start by discussing your current plan and goals. Together, we will review our planning process in order to identify your ideal strategy. 

Step 2: Introduce a Strategy

Our goal is to then align our planning process with your priorities. It’s important to us that we determine that we are a good fit based on your financial objectives and the services we provide. At this time, we’ll schedule your implementation meeting to continue the conversation. 

Step 3: Implement a Strategy

Next, we will review your recommendations and address any questions you may have. Furthermore, we’ll set up appropriate accounts, necessary funding and any additional planning concerns and approaches. 

Step 4: Present Completed Strategy

We will present your final plan recommendations and discuss the next steps as we provide online login information and a copy of your organized files. Our team encourages the use of tools such as MoneyGuide, Riskalyze and more to easily align your goals. 

Step 5: Progress Reviews

Once your plan is in place, we will review your accounts on a regular basis. Based on your individual needs, goals and strategy, we’ll determine the frequency of reviews and ongoing meetings. 

We Look Forward to Helping You Achieve Your Ideal Retirement

Begin With a Consultation