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What can you expect?

Step 1: Get to Know Each Other

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During your first meeting, we are interested in learning more about you: your money story, preferences and values, and financial planning experience (none is required). We will also share information about our approach, fees, and the team, and be happy to answer any questions you may have about our services.

Step 2: Assess Your Current Financial Picture

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Once we're acquainted, we will use our Personal Financial Organizer, to determine and document more in-depth information about your current financial picture, risk tolerance, growth expectations, and more. We may also request access to bank statements, insurance policies, estate planning documents, etc. We take your privacy very seriously, and your materials will always be protected under the strictest of security measures.

Step 3: Set Goals & Develop Your Plan

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Now equipped with a solid understanding of your current financial situation and future wants/needs, we will develop a set of measurable goals and associated plans to support you in their achievement.

Step 4: Implement Your Plan

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Now comes the fun part! Although there will be forms to fill out and documents to sign, it is our goal to make this as painless as possible. Your dedicated client service representative will work closely with you and your financial advisor to address all the details and set you on the path to success.

Step 5: Meet to Review Your Progress

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You and your financial advisor will agree upon a future date for your check-in meeting as well as a cadence for your annual client-centered review. These reviews cover a wide variety of topics including an update on you, progress against plan, market and regulatory updates, investment performance, and your best next steps.

The Importance of Having a Financial Plan


Someone told you it would help to work with a financial advisor.
Things have become overly complicated, and you think you might need a financial advisor to help.
You just inherited some money, and you aren’t sure what to do with it.

Any of these scenarios, or something similar, might have caused you to start looking for the help of a financial advisor. You might be wondering exactly what a financial advisor does and what you can expect from working with a wealth management firm. Watch this short video to learn more, including the importance of having a financial plan, and determine if our services might be right for you.