Guidance for the big picture and finer details
our process
Becoming a Client
I like to think that the relationship we have with each client is like a doctor is to his patient – one that is based on trust and a mutual respect for each other.
The initial interview typically lasts about an hour and helps us to understand where you are financially and what you would like to achieve in terms of your long-term goals and objectives.
By the end of the first meeting you will be able to decide if we are a good fit to work together. At our second meeting I will present a personalized investment plan, for your consideration at no cost to you. It will be designed to meet your unique needs and if you are comfortable with the plan, then we can develop our business relationship.
