Experience Your First Year with Us
We will engage in an interactive process with you. Technology will facilitate a great experience but there is no substitute for our human touch.
Our ultimate goal is for you to achieve peace of mind. Together we build a customized plan to both allow you to pursue your life aspirations and to be able to deal with unexpected bumps in the road.
and Data Gathering
(Week 1 - 2)
Initial meeting and data gathering. Wealth planning and investment proposal discussion.
Download Fact Finder Checklist
Access to a personal financial portal, Quarterly Performance Reports ("QPRs"), Quarterly Letter, in-person or virtual review (upon request).
Tax Planning and
Tax loss harvesting, retirement contribution and required distributions, charitable giving strategies. QPRs and Quarterly Letter.
Wealth Planning, On-Boarding and Investing
Account on-boarding at custodian of your choice. Access to website. Approval of the Investment Policy Statement ("IPS"). Account invested based on predetermined schedule.
Financial Knowledge Development Programs
QPRs, Quarterly Letter, Investment Webinar. In person or virtual meeting to review the account(s).
Annual Review and IPS Updating
Annual Review. Investment Policy Statement updates. Annual Letter. Topical Webinars. In person meeting.