Our Process

Finding a Fit

An Established System for Successful Outcomes

Our new client assessment process is designed specifically to determine the best "fit" between all parties. Our desire is to work with clients long-term and these steps lay a strong foundation we can build upon for long-term success.


  • Initial Consultation 


  • Complimentary Financial Plan & Asset Allocation Study


  • Time to think, ask questions, and clarify unknowns


  • Engage/hire the firm 


  • Open accounts and funding


  • Strategy implementation - smartly deployed vs all in at once


  • Ongoing proactive communication 

          Quarterly updates

          Bi-annual review

          Annual review