The Client Experience
From our first conversation - to onboarding - to working together throughout life changes, we will be with you providing guidance at the stops along the way. Our priority will always be our clients.
Whether you’ve given us a call or scheduled a time to talk, we’re excited to learn more about your specific needs. During this initial conversation, we’ll answer any questions you may have about our firm, and we’ll take our time getting to learn more about your current financial situation and future goals.
If we mutually decide there’s a good fit, we will assemble a client profile, describing your personal situation, assets and financial goals. We may also request supporting documents like prior plans or account statements. This allows us to better understand your current outlook and most pressing concerns and informs our construction of a financial plan tailored for you.
To formally launch our working together, we’ll cross the t’s and dot the i’s on your customized plan as well as our investment advisory agreement and custodial account arrangements. This step usually includes completing account opening or transfer forms.
Based on several factors such as your financial goals and your risk tolerance, we'll construct a portfolio uniquely structured to meet your particular needs.
What happens next is up to you! We’re here to address whatever financial concerns arise - tax planning, portfolio readjustments, college planning and more.
We’ll meet periodically, either in person or over the phone, to keep aligned on your portfolio and explore any updates or concerns you may have. Outside of regular meetings, our clients can contact us at any time to discuss their investments, ask questions, or chat about any exciting life changes.