Are
We a Fit?
ONE HOUR can make all the difference
You only get one shot at retirement.
So you need to be sure you’ve covered all the bases.
We make every effort to ensure that from your first year as a client and beyond, we deliver a truly superior client experience.
We will stay in close contact with you, so you’ll never have to wonder if you are on track to meet your planning goals, or how your investment portfolio is performing.
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We have a series of steps as we begin our relationship. Then we will meet with you on a regular basis to review your plan and investments, and answer any questions that arise.
In addition, we will have as many calls, emails, or web conferences as you like. We want the level of communication tailored to you.
Find out
who we are
Getting to know us is the first step in building a relationship.
Click around our website and learn about who we are, what we do and how we help clients. If you like what you see, we set-up an introductory meeting - this can be done in-person (preferably), virtually
or on the phone.
The most important thing is to ask questions.
Get Acquainted Meeting
In medicine, the diagnosis comes before the prescription – the same principle applies to your financial future.
Our discussion will be guided by your answers to our questions - to help us get to know you better.
We also answer any questions you have about us, our process and
how we can help.
Roadmap to
Success
We will provide a Roadmap based on the information you provided.
What we present will be explained in plain-English.
If you are happy with the information we present, you can start working with us.
If you still need some time to think things over –
we won't give you
the hard sell.
The 45-Day
Check-in
If you decide we are a fit, we do a check-in 45 days after your accounts
are open.
Ahead of this discussion, you will have received a detailed explanation of our process and answers to all of the questions
you may have.
TAKE YOUR
time to think
We are interested in
forming long-term client relationships.
After reviewing what we present, we encourage you to ask questions to get anything clarified. You can then decide if we are the right fit for you and begin building our relationship.
To that end, we want you to feel completely comfortable with your decision to partner
with us, so it’s important that you
take as much time as needed.
We want you to consider
the following questions:
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​Do you like/trust/respect our group?
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Can the benefits we provide improve your financial well-being?
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Do you understand and agree with our investment philosophy?
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Do the recommendations make sense?
Click below for more details on each step