Our Process

  1. Fill out our client questionnaire to help us learn more about you.
  2. 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. Make it official! We'll send you the required paperwork which you can sign and return.
  4. Let us do the work! We'll manage your portfolio to meet your objectives and give you online access so you can track your progress.
  5. We'll keep in touch and check in with you periodically to make account changes whenever necessary.