Process

 

Discovery Meeting

We explore whether working together to achieve all that's important to you is a good idea.

Mutual Commitment Meeting

We decide whether to move into a formal relationship with each other and if so, begin implementing your investment plan.

45-Day Follow-up Meeting

We begin sharing your client profile with our expert team and devising solutions to your advanced planning needs. At this meeting we'll answer questions as well as help you organize the mass of paperwork you received as we opened accounts for you.

Regular Progress Meeting

We present your Advanced Plan and review your investment performance