Broker Check

We’ve created a simple and streamlined process to get you started on your investment journey.

We work with you each step of the way.

Step 1 – A Friendly Intro

  • A quick hello on the phone to meet and answer your questions.


Step 2 – Gather Necessary Information

  • Complete 3-Part New Client Questionnaire including Client Identification.


Step 3 – Zoom Meeting with your Advisor

  • Confirm optimal accounts to open & transfer.
  • Review investment plan documents.


Step 4 – Sign New Client & Account Forms

  • Investment Advisory Contract & Investment Strategy
  • Brokerage Account Forms


Step 5 – Accounts Open & Ready to be Funded

  • New account forms submitted to Broker.
  • Confirmation of accounts opened & how to fund your 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.

Fiduciary

Our team has years of experience working together, complimentary skill sets, and a shared drive to provide the highest quality service to our clients.

Team

We provide you the services and tools for financial success: customized investment strategy, active portfolio management, and financial education.


Services

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.

Fees

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