The 3-Step New Client Planning Process

1st Meeting (2 hours)

Discovery and Philosophy

We spend a considerable amount of time trying to gain a full understanding of you and your unique financial situations.

2nd Meeting (2 hours)

Wealth Plan Presentation

Based on information from our first meeting, we create your 3-Step New Client Planning Process that connects your financial goals and resources.

Your Wealth Plan:

• Analyzes your current situation, including costs
• Projects when you will need your money
• Considers milestones
• Includes your Investment Policy Statement, outlining how we will invest your money

3rd Meeting (1 hour)

Signing and Documentation

Once you decide to move forward with us, we’ll complete all the new account documentation.