Our Process


Initial Consultation

This is an informal meeting that gives us a chance to get to know each other. We do not charge for the initial consultation, which will take place online over a secure video call. The goal is for you to get comfortable with our team and lay the foundation for future conversations.


Constructing Your Financial Roadmap

Over subsequent phone and video calls, we discuss details and outline actionable steps to create the financial structure for your future. We review specific financial planning strategies, ensuring you are fully aware of your options. Our goal is to help you make the most informed decision for your financial future.


Let’s Get Started

This is when a mutual decision is made to work together or not. At this meeting we ensure all details are clarified and any questions are answered.


Implementing Your Advanced Plan

Over phone and email, our team ensures the proper documentation is addressed with identification and signatures. Once the administrative process of opening and transferring accounts is complete, we begin to implement the previously agreed upon solutions and strategies.


Ongoing Reviews

Changes to financial markets and changes in your life can often dictate updates to your plan.
Regularly reviewing and evolving your plan ensures you have the best chance of success in the future.

Creating A Custom Investment Strategy For You

Investments like cash and short-term bonds carry little risk for an investor whose time horizon is short, but can be very risky for a longer-term investor. The low returns may not keep pace with inflation, or be enough to meet long-term goals.

Stocks on the other hand, can be very risky for the short-term investor, but carry less risk for patient investors willing to hold through periods of volatility. Knowing how to properly deploy your capital in the right asset classes, based on your long-term goals and time horizon is key to optimizing your financial future.