Our Process

What to Expect as a Potential New Client

First Meeting Preparation:

1. We want to make the most of our time together and need two important documents.
2. We ask you to complete an online survey that helps us understand your risk tolerance and decision-making priorities. To learn more click here.

First Meeting: Personal Profile and Plan

1. Plan on 60 to 90 minutes together. Our agenda is your agenda. Your questions, concerns and goals.
2. We’ll answer your questions for us:
   1. How are you compensated?
   2. Why should I choose you and your firm?
   3. What are your qualifications and what makes you different?
3. From this meeting and the data you provide, we begin to formulate a plan that we’ll work on for our second meeting.

Second Meeting: Portfolio and Protection Presentation

1. Plan on 60 to 90 minutes together. We’ll review the beginning of your financial plan.
2. As part of your plan, we’ll make specific portfolio and protection recommendations. Naturally, there will be questions and time to understand the benefits and characteristics of our recommendations.
3. At this point, you may decide to become a client.

We hope this provides some clarity on what to expect. There’s a lot of work and thought that go into meeting potential clients. We respect your time and appreciate the opportunity to serve.