Getting Started

Our process begins with an open, candid discussion to determine if we have the right fit to pursue a long-term working relationship.  It is an opportunity for you to learn more about us, why we do what we do, and how we may meet your expectations.  For us, it is an opportunity to learn about you, understand your vision and purpose, and what you are seeking in an advisory relationship.  If we mutually agree that we have a good fit then the next step is an extensive discovery process.  This typically involves understanding your goals and objectives and gathering of personal financial information.