Our Process
What it’s like to work with me.
1 • Initial Conversation
A casual, open chat to understand who you are, what you’re looking to achieve, and see if we’re a good fit to work together.
2 • Deep Dive
We’ll collect copies of your account statements and tax returns, and the team will get to work assessing, planning, and looking for opportunities for improvement.
3 • Clarify & Refine
This stage usually consists of several meetings to iron out the details of your plan and often includes three-way conversations with financial professionals you may currently be working with.
4 • Paperwork & Handshakes
Life happens. You get busy. Wants and needs change. Our goal is to constantly surprise you with proactive management and recommendations as we work together to build the financial future you and your family deserve.
5 • Uncommon Service
Congratulations! We’ve signed the required documents, made the appropriate account and asset transitions, and you’re officially a valued client of our practice.