Step 01
Discover
In our initial meeting, we identify goals, priorities, preferences, and potential obstacles while establishing expectations and discovering if the partnership is the right fit.
Our Process
Strategies tailored to our clients’ needs and goals
Years of experience have prepared us to guide people through each life transition, and one of our primary goals is to develop long-term, trusting relationships.
We create strategies tailored to our clients’ needs and goals. Our process moves through Discover, Plan, and Nurture—from the first conversation through an ongoing partnership.
- 01Discover
- 02Plan
- 03Nurture
Step 02
Plan
Next, we use our gathered intelligence to develop a detailed, personalized financial roadmap based on a client’s priorities while focusing on key milestones and objectives.
Step 03
Nurture
We aim to protect our clients from potential issues and guide them through life’s most challenging transitions as they work toward our shared vision of financial independence.
How We Work Together
How We’re Compensated
Two straightforward ways to engage—ongoing wealth management, or a one-time comprehensive financial plan.
Fee for service
A fixed fee assessed on a project or one-time basis, or on a recurring basis (sometimes described as a subscription or retainer fee), depending upon the nature of the relationship.
Asset-based fees
A fixed percentage fee determined by the size of your household accounts in our asset management program. Fees vary by relationship, but most pay 1% or less on an annual basis. Asset-based fees are paid quarterly, in advance, and deducted directly from client investment accounts.
Ready to Get Started?
The first step is a conversation. There is no investment minimum—we’ll use a discovery meeting to see whether working together is a good fit for you and for our firm.