New Client Process

We meet with you to learn about your needs, your goals and even your dreams. With a clear picture of your situation, we can determine whether we can help you. Typically, we request that you complete a questionnaire before the initial (no-cost/no-obligation) get-acquainted meeting so that the conversation can be as thorough as possible and we can really learn about your financial situation.  If we mutually agree that there’s a good fit, we provide a written proposal based on what we have learned, with information about how we move forward. When you’re ready, we ask you to sign the agreement and then schedule an in-depth meeting to kick off the relationship.

Our initial focus is on working together to develop your personal financial plan, which includes a snapshot of where you are now. Next we address your goals and develop the assumptions necessary to ensure a successful outcome – all expressed in clear, measurable terms. This provides a starting point and an action plan for moving forward.  

Once you accept the results of the initial plan, we work to research and examine all of the elements making up your plan, suggest changes and update as necessary.

As this work is completed and our relationship further develops, we are able to determine the level of advisory services required for your particular situation. We know that clients have different needs and their financial situations have different levels of complexity, so “one-size-fits-all” is NOT an effective service model. Our fee structure is designed to address these varying needs and we will discuss with you a service approach that will meet your requirements today and into the future.

Complete our New Client Information Form.

Read our Services page for more information.