Our Process

We understand that choosing an advisor to help you grow and protect your wealth is a critical decision and we are committed to providing you all the information you need to make an informed decision. We believe you deserve to know how we can bring value to your situation before you commit to working with us.  

To help both you and us determine if we are a good fit for each other, we have developed the following step-by-step process.

How We Start to Work Together

Introductory Call or Meeting

We begin our process with a short phone call or meeting.  Our goal in this first conversation is to gain a solid understanding of your financial circumstances and long-term aspirations. We will also explain to you how our firm is set up and how we work with clients.

If, after this introductory conversation, we both agree that there is common ground between your needs and our services, we plan a longer, exploratory meeting.

Exploratory Meeting

At this meeting we delve more deeply into the current positioning of your investments and discuss with you in a more in-depth manner your financial priorities and life goals.  We explain the scope of our planning services in more detail and our investment philosophy.  At the conclusion of this meeting, we will provide you with our broad recommendations about how we think your financial plan should be structured and what investment strategy we think is appropriate for you. 

If we decide a relationship makes sense and you decide to become our client, you would then provide us the financial information we need to create your custom financial plan and investment strategy.

Goal-Centered Financial Plan

Creating a well-designed financial plan is a collaborative process between us.  We aim to address a very broad range of financial issues, including, but not limited to:

  • When can you retire comfortably on your own terms?
  • How can you most effectively save for children’s college?
  • Can you travel in retirement?
  • Do you have enough or the right kind of insurance?
  • What can you do to reduce your tax burden?
We take a comprehensive approach to your finances and your life.  We aim to reduce complexity so that you clearly understand your financial life, sleep better at night and spend your energy living your best life.

Getting Started

We walk you through the entire process of getting your accounts set up with us and getting your account transfers in motion.  We also get you set up and checked out on the Orion portal, where you will have a full and intuitive view of your financial plan and the progress of your investment portfolio.

review, Evaluate, Rebalance

We regularly review your financial plan to see if it requires adjustments as your life unfolds. As time passes and your life goals and priorities shift, we stand ready to provide fresh, objective advice to fit your evolving circumstances, whatever they may be.

Learn About Who We Serve

Learn About our Services