Trust in the Process
Confidence in Advanced Planning
Our Quality of Care
Our New Client On-Boarding Process
Our Client On-Boarding Process is designed to make your journey with us seamless, straightforward and stress-free. It’s crafted with your comfort and confidence in mind.
We understand that finding an advisor you can trust is a significant and sometimes daunting decision. Our approach is centered on clear communication, personalized attention, and a comprehensive step-by-step guide, ensuring you feel supported and informed at every turn. Whether you're well-versed in advisory services or taking your first steps with us, our dedicated team is committed to providing a welcoming and reassuring experience.
Let's embark on this journey together, making your goals a reality in an environment of trust and ease.
Step 1.
Let’s have a Chat!
We believe in starting things off on the right foot, which is why we'd love to invite you for a friendly, no-strings-attached 30-minute chat. This is our chance to listen to your story and understand your financial journey. It’s completely complimentary – just a casual conversation, with no sales pitch, we promise!
During this time, we’ll explore whether your needs align with our expertise. If there's a match, we’d be thrilled to consider crafting a free one-page financial plan just for you. This is all about getting to know each other and ensuring we can genuinely make a positive impact on your financial future.
Step 2.
Our Analysis
Getting a clear view of your financial situation is our first step. We'll ask for a few basic documents, such as your tax return and account statements. Along with your responses to some straightforward intake questions, we'll thoroughly review and analyze everything. Our aim is to create a customized, one-page financial plan that’s tailored just for you, making it simple and clear.
Step 3.
Plan Presentation.
We invite you to join us for a focused 60-minute meeting where we will present your tailored one-page financial plan. Our goal is to ensure clarity and comprehension, providing you with a detailed understanding of the necessary actions to meet your financial objectives. The recommendations and strategic guidance offered will encompass your overall financial picture, aiming to set a solid course for the accumulation, enhancement, and preservation of your wealth.
Step 4.
Decision Time!
Hey, we totally understand that selecting the right financial partner is a significant decision. Once you have received your one-page financial plan from us, you will have several options. You may choose to implement the plan independently, seek assistance from another firm, or opt to work with our team. If our approach aligns with your expectations and you perceive the value we offer as exceeding the cost of our services, we would be pleased to proceed with onboarding you as a client. Our ethos is centered on fostering a natural and comfortable client-provider relationship, without the pressure of aggressive sales tactics.
Step 5.
Hop on Board and Let’s Get Going
Becoming a new client is super straightforward. We'll collect a few more details from you, get your profile ready in our financial planning system, and then we're all set to roll up our sleeves and bring your financial plan to life, together.