facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Becoming a Client

These steps give both of us a way to make sure working together is the right fit. There is no cost or obligation to this discovery process.


For Ongoing Investment Management


Step 1: Initial Consultation

Click Here to schedule a complimentary call. You will be able to discuss the specifics of your situation, and to formulate a game plan. (If we aren't the right fit for you, we are happy to recommend alternative solutions). If you'd like to move to the next step, we'll have you fill out some additional information to begin a financial review.

Step 2: Financial Review

We take a deeper dive into your finances to make sure we have the right information to make an appropriate recommendation. At this stage we review together the financial profile you filled out.

Step 3: Recommendation

Once we've gathered all the necessary information, we present a formal recommendation. This step should represent our understanding of the financial issues you face and how we'll help you accomplish your goals. You also have the ability to make changes or have us go back to the drawing board if something isn't right.

Step 4: Implementation

We get to work building out the recommendations you agree to. All paperwork is finalized and from here you become a client!


For ongoing investment management we serve people who:

  • Have saved throughout their careers
  • Desire to leave behind a legacy
  • We accept clients on a case-by-case basis with no hard minimum amount of money required.

For Financial Consultations


Step 1: Submit Your Information

Click Here to schedule a complimentary call. Share a little about yourself and let us know what issues you're facing or what questions you have.


Step 2: Initial Consultation

During this 20 minute complimentary conversation we will ask questions to make sure we fully understand your circumstances. We also share our game-plan for coming up with a solution. If you'd like to move onto the next step we finalize all paperwork and you become a client!

Step 3: We Do Our Homework

Once we have the information we need, we get to work doing research, calculations, or whatever we need to be able to provide a solution.

Step 4: We Provide Answers

We will follow up with you via a phone call and email with our answer. A call allows us to explain things clearly and for you to ask follow up questions if needed. An email summary is also provided so you can reference our work in the future. 


For financial consultations we serve people who:

  • Are looking for a professional sounding board.
  • Need help with a short term problem or question.
  • Seek user-friendly advice
  • All levels of familiarity with finances and advising are welcome.