Step 1: Guidance Call
We start with an easy 10-minute call.
You’ll talk directly to a Wealth Manager where you can share where you are headed. We’ll let you know if we think we can help you get there. And if you don’t know where you are going, that’s okay. We’ll guide you in the right direction. If you think we can help you out, we’ll set up an Exploration Meeting.
Step 2: Exploration Meeting
This is a complimentary face-to-face (or zoom) meeting with one of our Wealth Managers.
You can further share your concerns and we’ll explore actionable ways to make those concerns go away. You share your hopes and dreams, we’ll explore ways to help you achieve them. You’ll get to demo and test drive everything – we’ll start by building you a preliminary plan, demo our capabilities and show you how we’ll keep you organized. If we sound like a fit for you, then we’ll set the Launch Meeting.
Step 3: Launch Meeting
This is where we really dig into the details and start to uncover all the opportunities and directions you might not have considered. We’ll finish building out your plan from the Exploration Meeting, create custom solutions regarding tax and investment management, and begin the account opening and transfer process.
- Tax Strategies 75% 75%
- Investment Management Plan 98% 98%
- Accounts Opened 85% 85%
Step 4: Accelerate Meeting
This is where we will provide you with a sense of validation in your decision to work with us. At this meeting, you’ll meet the entire team we’ve assembled for you all under one roof – a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager. We’ll collaborate to help accelerate you toward hitting the goals and objectives you’ve identified. It’s clean, simple, and empowering.
Ready to get started?
Our firm has been helping families and individuals take control of their financial future for over 15 years.
Fill out the form below and one of our wealth managers will reach out to you and answer any questions you might have.
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