Our new client assessment process is designed specifically to determine the best "fit" between all parties. Our desire is to work with clients long-term and these steps lay a strong foundation we can build upon for long-term success.
- Initial Consultation
- Complimentary Financial Plan & Asset Allocation Study
- Time to think, ask questions, and clarify unknowns
- Engage/hire the firm
- Open accounts and funding
- Strategy implementation - smartly deployed vs all in at once
- Ongoing proactive communication
- Quarterly updates
- Bi-annual review
- Annual review