Becoming a Client
Choosing the right Financial Advisor doesn't need to be a difficult or stressful process. We strive to make this process as straightforward and simple as possible.
The first step is for you to Contact Us to arrange a complimentary no obligation meeting with our group. After our first meeting, you will have a clearer understanding if we can meet your needs and we need to determine if you are well-suited for our style of Wealth Management.
If we mutually determine that there is a good fit between us, the next step would involve a second meeting to walk you through our Questionnaire to determine your investment objectives, tolerance for risk, and other personal considerations.
After carefully analyzing your current financial situation, goals and objectives, we will present you with a Wealth Management program that's specifically tailored to you and your family.
After all of your questions have been fully answered and you are comfortable with the recommendations, we will implement your new Wealth Management program.
We consider Quarterly Reviews are an essential part of any Wealth Management program. Therefore, we will arrange a meeting with you every quarter to review your Wealth Management plan and discuss current market and economic conditions.