How Do I Know If I'm a Good Fit?
We deliver the greatest value when we focus on situations that require our expertise:
- People who want to delegate their financial planning and investment management to an expert so they spend time on what matters most.
- Stock-compensated employees who are eager to delegate to an expert and simplify their family finances.
- Diligent savers who have accumulated $500,000 or more of investment assets
Getting to Know Each Other
Discovery Meeting
A 1-hour virtual meeting to get to know one another and make sure our expertise matches your situation
Our Analysis
We apply our expertise and understanding of who you are to analyze your current situation.
Assessment Review Meeting
In this meeting we present your Financial Assessment. You'll see in dollars and cents how our firm will improve your finances. We'll also leave plenty of time for you to ask any questions on your mind.