The 3-Step New Client Planning Process

Our goal is to help you define your success and build a plan for you to achieve it.

Once you decide to engage in our 3-Step New Client Planning Process, you can expect a comprehensive and unique experience. Below is a chart outlining each meeting:

1

1st Meeting (2 Hours)

Discovery and Philosophy

We spend a considerable amount of time trying to gain a full understanding of you and your unique financial situations.

2

2nd Meeting (2 Hours)

Wealth Plan Presentation

Based on information from our first meeting, we create your 3-Step New Client Planning Process that connects your financial goals and resources.

Your Wealth Plan:

Analyzes your current situation, including costs
Projects when you will need your money
Considers milestones
Includes your Investment Policy Statement, outlining how we will invest your money

3

3rd Meeting (1 Hour)

Signing and Documentation

Once you decide to move forward with us, we’ll complete all the new account documentation.