Picking the right financial advisor isn’t something you should do quickly. We usually start with a virtual 30-minute Q&A meeting, when we can spend some time together to learn about you and what concerns you have today. If we both agree we’d be a good fit, we move to step 2.

We begin to build your financial plan by getting a more detailed understanding of your current situation and needs. We’ll send you a couple of fact-finding forms for you to complete, and then meet again with you to map out an initial strategy based on our initial assessment. If we all agree to a course of action, we can bring you on board officially as a new client.

Once we have a plan of action to bring you onboard. If we will be managing any investments for you, we will open the necessary accounts and begin the transfer of any assets you are moving into our care.

While that is underway, we will begin to build out your formal financial plan together. This is a collaborative, online process that will cover a huge number of financial aspects, like budgeting, tax planning, debt management, and so on.

The planning process gives us the best idea of how to invest for you, because once we know what your money needs to do for your overall financial goals, the better decisions we can make about your investing strategy.

Once your initial plan is in place and your investing needs are addressed, we move into a step-by-step process to implement, review, and improve your plan. This is where our relationship really grows, and why you want an advisor who will be with you over the years to come.