New Client Process

We are inspired every day to help our clients use their success to enhance the kind of life they want. We believe that our work with our clients will help them enjoy simple and elegant lives through all of the ages and stages of their lives.

We make it a point to spend the required time upfront to really get to know new clients to ensure that the relationship gets off on the right foot and that the initial plans that we put in place are the correct ones. Our initial Discovery Meeting is always complimentary and you can learn more about the fees for our work with you here.

Our new client process involves the following meetings:



At our initial meeting, we conduct a discovery interview to help us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to accomplish, and how we can maximize the possibility of realizing those goals.

Investment Planning

At this meeting, we present our assessment of your current situation and our recommendations for how we can help bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our investment work together.

Mutual Commitment

At this point we are ready to make a mutual decision about whether our firm can add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. We also execute the documents necessary to put your investment plan into motion.

Transition Progress

When you have multiple investment accounts, it is easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we help you organize all of your paperwork and answer any questions you may have so that you understand exactly what is happening with your money.

Once a client, we have regular progress meetings at intervals convenient to you, and which provide us an opportunity to review any major changes in your personal or financial situation. If these changes mean that we need to make adjustments to your plan, we do so. We also review your overall progress toward your long-term financial goals.