becoming a client
Your Plan for Success
When it comes to achieving your financial – and life – goals, you are best served by a deliberate process. Before you commit to a long-term relationship with us, step by step, we need to understand what’s important to you:
An initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationships we build. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face?
In our Investment Review Meeting, we present our findings on your current financial situation and how we might help. We educate you on your current investment diversification and, perhaps most important, what you are paying for your current portfolio. We also review your long-term financial projections and goals to discuss how to make them achievable.
At our Mutual Commitment Meeting, we decide together whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a blueprint for coordinated action.