Do you like what you’ve read so far? Then we’d love to hear from you. Beginning a relationship with us is very easy: We first schedule an Insight Meeting. In this relaxed get-together, we converse about your goals and circumstances.
Then, assuming you find us a good fit, we move to a series of Education Meetings. We dive into your concerns about your current financial state and explore what you want to achieve. Does your current plan correspond to your desired objectives? We will study your situation and figure it out.
Now the choice is yours. Do you want to work with us? If not, you can walk away. But if so, you hire us as your trusted financial advocate. Our flat annual fee is simple—and if you hire us for certain investment management services also, we may be able to reduce or waive it.
After your current plan analysis, we enter the Triage phase together as a client. We note the aspects of your plan that are working well, but also identify specific issues needing to be resolved. We lay out a plan to fix these specific areas over the first 90 days of our working relationship.