Our process
What it's like to work with us.
The five stages
01Discovery Session
A conversation about your values and aspirations where you have the opportunity to see if our firm is a good fit for you and your family.
02Strategy Session
We dive deeper into your entire financial life, including your investment, tax, and estate planning strategies, your financial trajectory, and your risk profile, while crystallizing your immediate and long-term goals.
03Solution Sessions
A dynamic, collaborative process of designing an updated financial plan, defining mutual expectations, and completing relevant paperwork.
04Orientation & Wealth Integration
We'll give you an introduction to our online tools, review completed steps and your first statement, and coordinate with other financial professionals as needed.
05Ongoing Advisory
We meet with you regularly to discuss your overall financial plan and any life changes, and make prudent updates to your investment, tax, and legal strategies.
Prefer to watch it?
Discover our multi-step financial planning process designed to deliver tailored advice aligned with your unique vision and goals.
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Like our process?
The discovery session is a conversation about your values and aspirations, and a chance to see if our firm is a good fit for you and your family.