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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.

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.