Our Process

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Discovery Meeting

During this initial meeting we will get to know one another. We will discuss and identify your investment goals, values and interests. We will take into consideration your current financial resources and evaluate the best approach.

 

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Questionnaire

We will provide you with a questionnaire that will outline your goals and current financial status more objectively. We will provide you with a copy of our Privacy Policy and ADV for review.

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Strategy Outline & Agreement

During this meeting we will answer any lingering questions and present your investment plan. Your advisor will monitor and update you quarterly on your progress.

 

 

Contact Us
Summary
Event
Discovery Meeting
Description
During this initial meeting we will get to know one another. We will discuss and identify your investment goals, values and interests