PRE-EXPERIENCE

Because our client relationships tend to last for long periods of time, we invest time into potential client relationships to determine a good fit. As a result, we spend time with each prospective client in two separate meetings (in person or via video call, as preferred).

Reflect on what is important to you from a financial perspective. Be ready to share your past experiences and concerns. Try to have the best idea about your current and future spending. Be prepared to discuss your willingness to take risk.

There’s no need to come to the meeting clear about answers to these questions. Just allow the thought process to begin. We will work through these and other questions together.

Often spouses have different attitudes and level of engagement with finances. We have found it beneficial for both spouses to attend at least initial meetings and be part of establishing a communication plan moving forward.

Current household spending, specific topics that arise during our initial meeting. Rest assured you’ll know what to gather after we meet. Our objective is to make the process easy.

No. We are a relationship-driven firm. Whether you are referred to us or have found us on your own, don’t let asset size get in the way of exploring a potential fit. We will spend time to understand your needs and concerns, and if we can’t help, we will direct you to the best solution for your situation.