Expert Guidance
Step 1. Meet With Your Financial Advisor
You can meet in person or online!
Your Financial Advisor will gather details about your financial situation through a simple, conversational format.
We’ll prepare all of the necessary paperwork and request your signature electronically.
Step 2. Sit Back and Relax
Based on your financial situation, we will manage your investments in a way that best fits your unique circumstances.
We partnered with Charles Schwab for the safekeeping of your assets. You can visit Schwab.com or use the Schwab mobile app to view your accounts at any time.
Here’s what it looks like.
Step 3. Annual Review
Once a year, your Financial Advisor will offer to review your situation and the performance of your accounts.
During the review, let your Financial Advisor know if anything has changed. We’ll take those changes into consideration when we manage your accounts!
Here’s a sample Client Report.
And That’s It!
Spend time with your family. We’ll take care of the rest!
[ Click Here ] to meet our team and schedule a time with a Financial Advisor.