1. Introductory Conversation

We have an initial conversation with you at no cost to determine how we can best serve your needs through Wealth Management and Financial Planning.

2. Confirmation and Commitment

We agree to a financial approach, provide a list of documents for you to gather, and sign the appropriate Financial Planning or Wealth Management Agreement.

3. Data Gathering and Analysis

On receipt of your documents we begin a comprehensive evaluation and analysis of your financial situation. For Wealth Management clients we also set up accounts and transfer your accounts to our custodian.

4. Financial and Investment Plan

For Financial Planning, we prepare your Comprehensive Financial Plan. For Wealth Management clients we will also prepare an Investment Policy Statement.

5. Review Plan and Implementation

Together we review your Financial Plan and present recommendations for your financial future for you to implement. For Wealth Management clients, once the plan has been approved, we will implement the Investment Policy Statement.