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Our Client Experience

First off, we get to know you in order to form a deep understanding of the unique financial journey that you are on. We offer guidance that is based on your actual goals, not the goals of a big corporation.

The path you’ll take with us can easily be broken down into three steps.

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1. Laying the Foundation

In our initial meeting, we will gather information from you about your current finances and goals in order to create a detailed plan, hand-crafted for you and your family.

2. Building the Framework

Our second conversation typically takes place a week later. In that meeting, we review a draft of your personalized financial plan & investment proposal.

3. Ongoing maintenance

Once you approve a plan, we put your money to work in your portfolio and monitor its progress. We’ll set-up consistent meetings for reviews based on your needs.

Start your financial journey with us.

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