Your Experience
We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and achieve your financial goals. You can begin the process and request a consultation by clicking here.
Complimentary Consultation
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This initial consultation gives us an opportunity to discuss your goals and gives us both a chance to see if we are a good fit. This meeting will give us both an opportunity to decide whether we'd like to move forward together and develop your financial plan.
Virtual Data Gathering
During this virtual meeting, we integrate your accounts using our wealth management software. Using this process we will obtain a clear picture of your current financial position and begin to create a roadmap for your financial future.
Initial Planning Meeting
During this meeting, we will review your current financial status, and begin to implement a wealth management plan. This plan will help to keep your action items top of mind and ensure that we are on track to achieve your specific goals.
Ongoing
Planning
After we have completed a series of initial meetings which vary based upon your individual needs, we will have regular meetings to review your plan. Planning is not a static process, and we will constantly be revisiting our plan to make sure we are on track.