Request Meeting
As a prospective client, here’s what you should expect:
- Share your financial challenges and goals with us and we will discuss how we approach financial planning and investments.
Once you have made the decision to work with us, we will meet (virtually or in-person) where is most convenient for you and your family to dive deep into your current financial situation, your financial goals, and the way you think about money. We will also provide initial support in your home buying journey where applicable.
Following our Initial Discovery Session, our firm will aggregate and analyze the information we discussed. We will use eMoney software to create a customized financial plan for you and include specific recommendations on how to achieve your goals. Based on our discussion of risk, we will develop our recommended asset allocation and investment managers for your investment portfolio.
We will have another meeting to review your financial plan and our firm’s recommendations. The planning process is a collaborative effort, and we will solicit your feedback on your plan to make any necessary adjustments. Once we have agreed on your asset allocation, we will begin managing your investment portfolio according to your plan.
We will always be just a phone call or email away. We will plan annual check-ins to review your plan and investment progress, as well as update your plan for any important life events.