What to Expect

One aspect of developing trust with a financial advisor is transparency. We believe clients should know what the process is in the early stages of the relationship, as well as the ongoing resources available to them as our relationship deepens over time.

The following is a brief summary of the steps involved in a relationship with our team:

  • Initial Discovery Meeting
  • Planning and Management Discussion
  • Mutual Commitment and Account Consolidation
  • Continuing Relationship