Our Process
Our Client Onboarding Process
3 Meetings, 3 Months
We will typically meet with a new client 3 times to get to our initial recommendations. This is because we want to make sure we understand your situation and goals – What’s important to you before making any recommendations for changes.
In the Discovery meeting we will focus on what’s important to you. Your goals and wishes for the short term and longer term.
After the initial meeting, if we choose to work together then we will need to gather all the detail about for current financial situation
Armed with your goals and data about your current situation, we will develop a draft financial plan. This will help us understand if all of your goals are achievable given your resources or if we need to make some tradeoffs and possibly hard choices about what is most critical to you.
After the Draft Financial Plan meeting, we will develop a written plan of action to help get all your resources aligned with your goals providing you with the best probably of success.
After the onboarding process, we will work with you on an ongoing basis to update your action plan, manage your investment portfolio, and help you respond to all the changes in your life and the external environment (tax and investment laws and innovations).
Our Client Onboarding Process 3 Meetings, 3 Months
We will typically meet with a new client 3 times to get to our initial recommendations. This is because we want to make sure we understand your situation and goals – What’s important to you before making any recommendations for changes.
In the Discovery meeting we will focus on what’s important to you. Your goals and wishes for the short term and longer term.
After the initial meeting, if we choose to work together then we will need to gather all the detail about for current financial situation
Armed with your goals and data about your current situation, we will develop a draft financial plan. This will help us understand if all of your goals are achievable given your resources or if we need to make some tradeoffs and possibly hard choices about what is most critical to you.
After the Draft Financial Plan meeting, we will develop a written plan of action to help get all your resources aligned with your goals providing you with the best probably of success. The onboarding process typically takes about 2 to 3 months, depending on schedules and timeliness of data gathering.
Six core beliefs that drive our process
Planning is essential
Minimize risk
Nobody can predict the future
In aggregate, active management cannot beat the market
Costs matter
Taxes matter
