How We Begin
Your priorities come first. A team of specialists in planning, investments, tax, and estate coordinates around your situation from the first conversation. You retain full control and account access throughout.
New Client Process
1
Discovery
Meet your team, receive a fully inclusive fee proposal, and ask every question on your mind.
- Your team assesses the full scope of your situation: investments, tax exposure, estate structure, and retirement trajectory.
- Receive a transparent fee proposal based on the scope and complexity of your engagement.
- Share your goals, key documents, and recent statements. We handle the rest.
2
Implementation
A one-page Service Agreement, and we begin.
- The Agreement formalizes our role as your fee-only fiduciary.
- We connect your accounts and build your consolidated reporting.
- Meet with your team to confirm goals and set expectations.
- Your financial plan and Investment Policy Statement are presented for your review and approval.
3
Ongoing Partnership
With your plan approved and portfolio constructed, your team coordinates across every discipline on an ongoing basis.
- Quarterly reviews with your team, with direct access between meetings for time-sensitive decisions.
- Consolidated reporting across everything you own, maintained by your team.
- Year-round coordination of investment, tax, estate, and retirement decisions with your CPA and attorney.
When wealth gets complex, clarity matters most.
Your team organizes your entire financial life, identifies the gaps, and keeps every decision connected to the plan.