Below is an overview of our new client process.
We will guide you each step of the way. As tasks are completed, we mark them done and bring attention to your next Action Item.
Step 1 – Gather Necessary Information
Step 2 – Zoom Meeting with your Advisor
Step 3 – Sign New Client & Account Forms
Step 4 – Accounts Opened
Step 5 – Fund Accounts
Our Fiduciary Duty is a badge we wear proudly. It includes, and exceeds, our duty to act with loyalty and give unbiased advice that is in your best interest.
Our team has years of experience working together, complimentary skill sets, and a shared drive to provide the highest quality service to our clients.
We provide you the services and tools for financial success: customized investment strategy, active portfolio management, and financial education.
You win, we win. As a fee-only investment advisor, we charge a percentage of the amount you’ve entrusted us to manage and there are never any out of pocket fees.