Broker Check

Step 1:

Breaking the Ice

We'll have a 15–20 call, Zoom, or in-person meeting to see if we are a fit for helping you meet your financial goals.

Step 2:

Getting to know You

Understanding where you are on your "financial GPS" allows us to build a roadmap that's right for you. We want to hear all about you and your situation to clarify your objectives.

Step 3:

Getting to know Us

You'll need to know the services we provide, our experience, management fees, how we map out your income, and provide comprehensive planning through our custodial partners.

Step 4:

Investment Plan and Analysis

This is when we gather our team and review all the data and information we've collected to start to put a plan in place. Things we take into consideration are:

  • Assessing your risk tolerance
  • Evaluate ways to reduce risk while still working towards your goals
  • Adjusting your portfolio to reduce fees
  • Determine key gaps & solutions

Step 5:

Designing Your Blueprint

At this time, if working together makes perfect sense, we will begin to layout a formal financial Blueprint to design the best approach for your family's financial goals. Together, we'll work through your plan, answer all your questions, and help guide you at every turn. Like on a sailboat, we cannot change the direction the wind may blow, but we can certainly adjust our sails accordingly throughout the journey.