Our Process

1. Please review our website for more information about our investment philosophy, experience, and fee structure. 
   
   
2. Complete our short survey here. This will help us determine if we are a suitable advisory firm for you. We will contact you shortly after you submit the requested information.
   
   Also, please fax us your most recent investment statements so that we can prepare your complimentary portfolio evaluation (details here) 
   
   
3. Call us to schedule an initial no-obligation "discovery" meeting (phone or in-person) to determine if we are the right firm for you.
   
   Note: We require that all meetings be in our office during normal business hours.
   
   
4. Once engaged, we will develop and implement an appropriate investment strategy and assist you with your other financial
   planning needs.
   
   
5. Specific product recommendations are available through third parties; only if they make economic sense for you (remember, we receive no product-based compensation).
   
   
6. Periodic financial reviews insure that your investment plan is on track and in keeping with your goals and circumstances.