Quick Phone Call
First, we have a quick phone call to see if we are potentially a good fit for your needs and to describe our process for helping you evaluate our firm.
Free Initial Meeting
Next, we will schedule your free initial meeting. During this meeting we want to learn more about you and your goals as well as answer any questions you have about us and our services.
Onboarding Meeting
If you’ve decided that we are the right financial advisor for you, we will schedule an onboarding meeting. During this meeting we will get you set up with us. This includes any necessary paperwork and a discussion about our investment beliefs and philosophies.