HOW WE WORK TOGETHER

 WE HAVE TWO REQUIREMENTS TO BECOME A CLIENT

  1. WE HAVE TO LIKE EACH OTHER

    We are going to be working together on numerous projects and communicating often. If we don’t like each other, neither of us is going to enjoy that process.

  2. CLIENTS NEED TO BE WILLING TO TAKE THE ADVICE WE GIVE THEM

    Please understand that we do not make this a requirement because we think we are the greatest thing since sliced bread. The reality is, if you aren’t going to take the advice we give you, why are you paying us for it?

 WHAT TO EXPECT AS A NEW CLIENT

Initial 15 minute call to discover what your needs are, and if we can help

Initial 15 minute call to discover what your needs are, and if we can help

In depth (60 min) video call to discuss where you currently stand, and get a detailed vision of your goals

In depth (60 min) video call to discuss where you currently stand, and get a detailed vision of your goals

Implementation meeting (60 min) to review our proposal, open accounts, and set up online access

Implementation meeting (60 min) to review our proposal, open accounts, and set up online access

Review strategies every 6 months to make adjustments to plans and portfolios

Review strategies every 6 months to make adjustments to plans and portfolios