Broker Check

The Wealth Management Process

Our Professional Network

Our Professional Network

Our team of carefully selected specialists working with your professional team, apply our knowledge to evaluate all aspects of your financial situation and collaborate to provide effective solutions. Please take a moment to review the outlined process below, and we encourage you to download a complimentary copy that can assist you in effectively scheduling our meetings.


Initial Consultation

  • Explore the possibility of an Advisor/Client Relationship.
  • Decide if there is a mutual commitment to move forward.

Discovery Meeting
1 WEEK

  • Data gathering and review of all financial documents.
  • Discuss your dreams, goals and needs to develop a clear vision of your financial objectives.

Financial Plan Meeting
3 WEEKS

  • Comprehensive evaluation and presentation of the entire range of your financial needs.
  • Specific Action Plan recommendations for moving forward.

Implementation Meeting(s)
2 WEEKS

  • Mutually agreed upon strategies are prioritized and implemented in the areas of Cash Management, Investments, Insurance, Education Funding, Taxes and Estate Planning.

45 Day Follow-Up Meeting
45 DAYS

  • Review of your financial organization, account statements, asset titling and beneficiary designations.

Regular Progress Meeting
90 DAYS

  • Comprehensive review, quarterly or semi-annual, focused on the implementation of your customized Plan.
  • Re-Discovery Conversation and Investment Goal Tracking.

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