Let Us Help You Navigate and Plan A New Future
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Pre-Meeting
Before we see each other face to face, we would like to get off on the right foot. Creating peace of mind is important to us. If you feel the same way, please fill out the forms below to get started on your financial journey.
Chemistry Test- How do you feel about our firm? We invest time in you to provide the most mindful advisory experience. We hope you see the value in what we do to trust us with your financial goals. Allow us to help you breathe easy as we focus on your financial vision together.
Goal Test- Are your goals realistic? Identifying attainable goals is important. Being a different kind of wealth management group is who we are, as we understand that every journey has a few detours along the way. It is time to point your compass towards the turning point in your life. We have various strategies at our fingertips to help you on your way.
Value Test- How do we provide value? We know there are forks in the road and you might not always know where to turn. We have the financial guidance you are seeking. Taking the time to see the value in our clients and making sure we are a good fit, is just one of many ways we provide a different kind of service.
If you think we would make a positive addition to your life, please complete the get started button below to schedule an appointment online.
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Our Appointment Process
Meeting 1: At this meeting, we will get to know each other. We take pride in connecting with our clients. Along with this, we review where you are financially and where you see your future.
Meeting 2: After analysis of your current financial ecosystem, we will meet to review the information together and discuss recommendations.
Meeting 3: At this time in the process you will receive what we call a financial roadmap. This is meant to help give balance to your financial ecosystem. The road map will be a reviewable 2-year guide. A journey in which we will be with you every step of the way. Once this map is reviewed in detail and agreed upon, a meeting will then be set up on a regular basis, such as quarterly or annually, to make any changes as needed.
Implementation Meeting: It’s time to gather and complete any necessary documents. Once these documents are finalized, you will receive an account folder including your portfolio information. Along with the portfolio, you will gain access to our online portals, and important contact information to your account held with us.
At the end of this meeting, we will transition into our review schedule to ensure your account and portfolio are on track.
