What to expect after we get started?

Step #1: Free 30-60 minute initial call

In this initial call, our goal is to understand your unique situation and assess if we can assist you. We will also provide details on our services and pricing. Feel free to come with your questions and curiosity - no documents are necessary.

Step #2: Sign Agreement

Before we ask you to sign any documents, we'll provide a detailed explanation of our service charges. Once the agreements are signed, we can begin your financial planning and investment management implementation!

Rest assured, if we find that we're not the right fit for your needs, we'll gladly help you find another advisor with the expertise you require. Your assets will be securely held at Schwab, ensuring easy access and flexibility.

Step #3: Financial Discovery Meeting

Before providing any recommendations, it's essential for us to gain a comprehensive understanding of your unique situation. During this 1 to 2 hour meeting, whether conducted via Zoom, phone, or in-person, our top priority is to actively listen and understand your financial goals, values, and aspirations.

To ensure we have a complete picture of your finances, we will also review and discuss some of your financial documents during this meeting. For your security, we will kindly request you upload these documents to our secure portal prior to the meeting.

Step #4: Financial Plan Review Meeting

After we complete your comprehensive financial plan, we will schedule another meeting to walk your through our recommendations. During this meeting, we will ensure that you understand the reasoning behind each recommendation and discuss the timing of implementation.

Step #5: Monitoring Progress and Updating Meetings

As life changes, so will your financial planning, investment, and tax strategies. Going forward, we plan to have 2 meetings a year (approximately every six months), but we are always available for a phone, email or meeting for any questions that will likely arise.