Schedule a free consultation
Take a look at a breakdown of our process below to learn more about how we work with our clients. Then, use the scheduler to book your free consultation.
Our process begins with a 20-30 minute meeting, in-person or over Zoom — your choice — at no cost.
Next, we’ll create a secure, encrypted portal for you to upload documents to share with us.
Here, we’ll construct the basic building blocks of your financial plan. We’ll also review the balance sheet and personal financial statement we’ve constructed for you.
Then, we’ll use our set of tools to measure your risk appetite. We’ll also take a look at how much risk is found in your current investments.
Finally, we’ll discuss a specific investment path for you and how to fully implement your plan. Before making any suggestions, we have a fiduciary responsibility to learn everything we can about your situation.