Choosing a financial partner is a big decision to make, and one we don’t want you taking lightly. We encourage you take some time in getting to know us, asking questions and exploring your options. If you think we may be a good fit, here’s what our initial conversations will look like.

We want to make sure you feel good working with us, and it’s important to know if we’re the right fit for you. During our initial introduction, we’ll discuss what’s most important to you and what you’d like to accomplish through the financial planning process.

Next time we meet, we’ll get to know more about your current goals, how you’re progressing towards them and what potential roadblocks may be in the way. This will help us identify any problem areas and determine what we can do to try and fix them.

At this point, we’ll present to you several solutions based on our previous discussions. We’ll chat about them at length and answer any questions about our proposals, so you feel comfortable with the options presented.

Once you’re officially on board with our team, you can expect regular check-ins from your advisor. We’ll meet to reevaluate your goals and update them as needed. In the meantime, we encourage you to keep us in the loop on any changes to your financial situation - like buying a new home, getting married, making a career change, etc.