Our Onboarding Process

Casual conversation to see if we are a good fit for each other

Nothing is off-limits, ask us anything

We want you to learn about us as much as we want to learn more about you

This is where we take a deep dive into your financial world:

Current portfolio analysis

Tax return review and analysis

Assets & liabilities, cash flows, budgeting buildout

Begin to organize short-term and long-term goals

We present our analysis and recommendations

Create and commit on the proper portfolio allocation via an Investment Policy Statement

Organize and determine a game plan for near-term financial action items

Once you’re onboarded, we will meet and review all action items over prior 45 days

Layout a meeting cadence going forward

Make sure that you have proper access to our online client portal and all accounts and data are linked up correctly