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Building Our Relationship

TIME WELL SPENT

Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you: Discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:

  • Discovery - Before any planning takes place, we discover what's important to you.
  • Planning - Before any commitment is made, we present a detailed, written plan.
  • Commitment - Before we become your trusted advisor, we mutually commit to your plan for success.
  • Regular Progress - Through targeted strategy, we seek to enhance your wealth and your life.

Investing time to build our relationship with you is time well spent.

Becoming A Client

YOUR PLAN FOR SUCCESS

When it comes to achieving your goals, you are best served by a deliberate process. Before you commit to a long-term relationship with us, step by step, we explore:

An initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face?

In our Investment Plan Meeting, we present your Discovery Profile, which reflects our understanding of what you've shared with us. Based on your input, we fine-tune it as needed. You also receive our strategy document, including your proposed plan for bringing financial clarity to your life.

At our Mutual Commitment Meeting, we decide together whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a blueprint for coordinated action.