Onboarding
New clients begin with our onboarding process, which consists of three meetings over the course of six weeks.
Meeting 1
Discover
We get to know each other and what is important to you
Meeting 2
Design
Based on our conversations, we design data-driven solutions to meet your unique needs
Meeting 3
Deliver
We implement, manage, and monitor your plan using a systematic approach based on our quarterly meeting cycle
Quarterly Meetings
Upon completion of onboarding, clients enter our quarterly meeting cycle
Q2
Investment Management
Q3
Financial Planning
Q4
Tax Strategy
Q1
Year in Review