The Client Experience

Our client experience is made up of 3 phases:

Phase 1 – The Mutual Interview

This phase primarily focuses on getting to know one another and to establish if we are a good fit to work together on your goals and objectives. We ask that you do not bring any statements with you. You will learn our unique and interactive approach to investment planning and together we determine if we want to advance to phase 2.

Phase 2 – Educating the Client

Our education continues reviewing traditional and non-traditional forms of investment planning. We will conduct a basic risk assessment focusing on growth and risk expectations and review strategies for protecting your income.

Phase 3 – Strategy and Implementation

We examine ways you are unknowingly and unnecessarily transferring away your wealth and how we can recapture those inefficiencies. We create a financial plan by offering an array of strategies including all the information you need to make an informed decision.