How we manage
Our Process
Finding the right advisor for your financial future shouldn't feel like a sales pitch.
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Our ProCess
What It’s Like to Work Together
In six carefully designed steps, we aim to turn complex financial questions into a clear strategy that reflects not just your assets, but your values, concerns, and aspirations.
1
Discovery Conversation
We start with a focused 20-minute consultation designed to understand your financial landscape and determine which of our wealth management services align with your needs. We answer initial questions designed to ensure mutual alignment. Unlike typical "discovery calls," we won't pressure you toward next steps, this helps us determine if we're the right fit for your needs.
2
Vision Meeting
This dialogue takes a deeper dive and is all about understanding what matters to you. We use questionnaires, guided conversations, and deep listening to get a wide view of your goals, values, investment history, and comfort level with risk. We aim to show you how our services align with your needs and how we support clients long-term.
3
Building Your Plan
Our team gets to work behind the scenes. We analyze your inputs and begin developing a personalized strategy across investments, tax planning, estate & legacy planning, and more. If needed, we’ll coordinate with your CPA, attorney, or other professionals.
4
Strategy Review
In your second meeting, we seek to walk you through your proposed plan. We’ll answer questions, explore alternatives, with the aim of ensuring that this all aligns with your goals. If you’re ready, we’ll move forward. If not, we’ll give you space to review and reflect.
5
Becoming a Client
Once you decide to move forward, our dedicated transition specialist handles paperwork, account setups, and asset transfers with meticulous attention to detail, with the aim of minimizing disruption and eliminating stress.
6
Ongoing Guidance
Once your plan is in motion, we aim to stay in close contact. We offer regular in-person reviews, quarterly updates, and educational events to keep you informed and empowered. Our goal isn't just to manage your wealth, but to make you a more confident financial decision-maker over time.
proudly SERving you
A Process Built on Trust, Not Transactions
Finding the right partner for your financial future shouldn't feel like a sales pitch. Yet too often, these relationships rush toward recommendations before truly understanding your complete picture. That's why we've tried to design a more thoughtful approach, one built on deep listening, data-driven insights, and a genuine commitment to your long-term wellbeing before any recommendations are made.
Here's our roadmap: before, during, and long after your plan takes shape.