Our Process

Our Process


  1. DISCOVERY: Please fill out our Investor Form below, and we will get in touch with you shortly. By completing our form, you're giving us the opportunity to learn more about you, your investment needs, and personal finances so that we can simply start a conversation. This is your chance to ask us questions and learn more without any obligation. It is so important to us that we get to know you. 

  2. DEFINE GOALS: We'll contact you to schedule a phone call so we can chat. During this stage of our process, we gather all of the basic information regarding your current financial situation. We'll discuss your investment needs, concerns and goals, and encourage you to ask questions.

  3. PROPOSAL: Make it official! We'll send you the required paperwork which you can sign and return.

  4. IMPLEMENTATION: Let us do the work! We'll manage your portfolio to work toward your objectives and give you online access so you can track your progress.

  5. REVIEW: We'll keep in touch and check in with you periodically to make account changes whenever necessary.

Thank you!