Once you determine you want to work with us, the next step is to schedule a Discovery Appointment.  In this meeting we dive deeper into your goals and gather the personal & financial information needed to prepare your Investment Plan.  You will receive a comprehensive list of information and documentation we need from you when you schedule your Discovery Appointment.  After you supply all the requested data, we build your personalized Investment Plan and prepare paperwork accordingly.  You will review that plan in the following step.  

This is the final step in the onboarding process where we take action to help you realize your dreams!  In the Implementation Appointment we draw connections between your goals and our suggestions in the Investment Plan.  Provided you accept our suggestions, we proceed to sign paperwork.  If you want to make changes or forego a part of your Investment Plan, we modify our paperwork to reflect those changes.  This is your plan.  We move at your speed.

We are passionate about building financial plans based on relationships.  You get the best advice if we really know you.  This is why we reach out to our clients at least once a year to schedule a Review, and touch base by phone or e-mail between appointments.  We want to learn what's going on in your life and stay close to you to answer your questions.  Think of it as an "open door policy" to encourage the ongoing, dynamic process of financial planning.