Elevating Comfort, Inspiring Confidence
Initial Phone Call
Second Office or Zoom Meeting
First Office or Zoom Meeting
Before we dive into everything that goes into an office meeting, we begin with a 15-20 minute call conducted by one of our three-person team members to determine if our offerings meet your financial needs. If you've reviewed our website and feel it does, we may be a good fit, and we'll schedule you for your first office meeting. If not, we'll provide an outside resource that may be a better fit.
First Office or Zoom Meeting
Second Office or Zoom Meeting
First Office or Zoom Meeting
This 45-75 minute meeting with our advisors is dedicated to learning more about your situation, financial concerns, and goals. Before this meeting, we will provide you with a list of items to bring so we can begin our analysis. Based on our firm's ongoing O.N.E. Client Commitment™, we will ask many questions. This commitment provides a f
This 45-75 minute meeting with our advisors is dedicated to learning more about your situation, financial concerns, and goals. Before this meeting, we will provide you with a list of items to bring so we can begin our analysis. Based on our firm's ongoing O.N.E. Client Commitment™, we will ask many questions. This commitment provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. We are committed to proactively Organizing your financial life, Navigating you through life’s obstacles, and Empowering you to enjoy life confidently.
Our Value-Add Analysis
Second Office or Zoom Meeting
Second Office or Zoom Meeting
Applying our collaborative professional expertise and implementing industry-leading technology, we will conduct a complete investment analysis and preliminary financial plan to determine the level of added value that we could deliver to enhance your life.
Second Office or Zoom Meeting
Second Office or Zoom Meeting
Second Office or Zoom Meeting
In this second 45-75 minute meeting with our advisors, we explain what we uncovered while conducting our value-add analysis in layman's terms. We will discuss our Private Client Group offering and the net value add after costs during this meeting. At the end of this meeting, if there is an immediate "fit," we will ask to begin working for you or if you would like a night to think about it.
"Fit Night"
First Client Meeting/Client Portal
Third Meeting/Paperwork
After two decades of financial advising, we've determined that we only want to work with clients who want to work with us 100%. So we are in no rush if you haven't reached that decision yet, which is why we'll give you a "fit night". Before deciding, you'll want to ask yourself:
- Do I like, trust, and respect them?
- Will the benefits exceed
After two decades of financial advising, we've determined that we only want to work with clients who want to work with us 100%. So we are in no rush if you haven't reached that decision yet, which is why we'll give you a "fit night". Before deciding, you'll want to ask yourself:
- Do I like, trust, and respect them?
- Will the benefits exceed the costs?
- Do I agree with their investment philosophy and do their recommendations make sense?
- Do they "fit" in my life?
Third Meeting/Paperwork
First Client Meeting/Client Portal
Third Meeting/Paperwork
During this meeting, we will begin the "getting you organized" process, which can seem daunting but rest assured, this isn't our first rodeo, and we promise to be with you through the entire process. We will finalize any specifics during this meeting and answer any remaining questions. You will have received our firm's disclosures and agr
During this meeting, we will begin the "getting you organized" process, which can seem daunting but rest assured, this isn't our first rodeo, and we promise to be with you through the entire process. We will finalize any specifics during this meeting and answer any remaining questions. You will have received our firm's disclosures and agreements to review beforehand. Along with signing the advisory agreement, we will also prepare all the Charles Schwab custodian forms for any new accounts we are opening, initiating transfers, account funding, and other necessary documents.
First Client Meeting/Client Portal
First Client Meeting/Client Portal
First Client Meeting/Client Portal
Once your accounts are opened and funded, we begin designing your personalized client portal. When completed, we will schedule your first client meeting. During this meeting, we will ensure you can access the portal and provide a guided site tour. This powerful and secure technology is where we report on your investment management and the
Once your accounts are opened and funded, we begin designing your personalized client portal. When completed, we will schedule your first client meeting. During this meeting, we will ensure you can access the portal and provide a guided site tour. This powerful and secure technology is where we report on your investment management and the home of your personalized financial plan. Transparent access 24/7 to your financial life empowers you to enjoy life confidently.
Delegate and Collaborate
First Client Meeting/Client Portal
First Client Meeting/Client Portal
This is where we begin implementing our O.N.E. Client Commitment™ Annual Calendar to your financial life. You've delegated the day-to-day wealth management obligations, so each month we have a specific focus ranging from investment management, retirement planning, tax planning, and generational planning. All of which is fully transparent
This is where we begin implementing our O.N.E. Client Commitment™ Annual Calendar to your financial life. You've delegated the day-to-day wealth management obligations, so each month we have a specific focus ranging from investment management, retirement planning, tax planning, and generational planning. All of which is fully transparent and accessible through our client portal and regular proactive communication. When it comes time to collaborate on the big stuff, your team is always accessible.