STEP #1: Discovery

This is a brief discovery call to get to know each other and discuss your financial goals. You can share your concerns, desires, and wishes for the future.

We'll share our approach to working with clients, and our community, and how we can help you achieve your goals.

Step #2: Set Plan

During this meeting, we'll collaborate to define your goals and gather the information we need to assess your current situation and develop a plan to help you achieve them.

Step #3: Execute

Once we have reviewed your plan, data, and ideas, we'll execute a portfolio management and financial plan for you.

Step #4: Maintenance

We’ll work together to make sure that as your life goals change, we adjust your plan and accounts