We make it easy

Discovery

You'll have a 30-minute introductory call with our team with 2 goals in mind:

• Learn more about our firm and what we do.
• Share more about what you want to get out of working with an advisor.

After this, the ball is in your court, and we will never pressure you to make a decision on the live call. If you want to move forward, we'll kick off the Financial Intake process.

Financial intake

This is where the real planning begins. We will share a list of questions covering all components of your financial life, which can include:

• Income, expenses, and net asset snapshot.
• Preferences when it comes to risk and investing.
• Goals (this is what it's really all about).

Clients can work through this on their own digitally, or can discuss live with an advisor, and generally takes about 1 hour of work on your end.

Plan review

Your personal advisor will take all of your information and review across a number of topics to put together your plan.

This may require some follow-up from you, but generally this stage is all your advisor. You have still not moved any assets around at this point. If you're aligned with the plan, we'll move to the final phase.

Implementation

This is when your advisor will officially set up your accounts and transfer any funds that we will manage. These accounts could include:

• Investments
• Budgeting and financial planning hubs
• Trusts and wills

Everything we offer can be done digitally, and your advisor will be there every step of the way.