A simple and streamlined process to help you start your investment journey today.
Step 1 – A Friendly Intro
- A (no obligation) quick hello on the phone to meet and answer your initial questions.
Step 2 – Gather Information
- Complete the New Client Questionnaire, upload current brokerage statements, and identification.
Step 3 – Zoom Meeting
- Virtual meeting with your Advisor to confirm your optimal investment accounts & review your customized Investment Strategy.
Step 4 – Review & Sign
- Log in to your Client Portal to review your information & e-sign to open and/or transfer accounts.
Step 5 – Fund Accounts
- Link your bank aAccount and fund your new investment account(s).
We work with you each step of the way.
Our Fiduciary Duty is a badge we wear proudly. It is our duty to act with loyalty and give unbiased advice that is in your best interest.
Our team has years of experience together, complimentary skill sets, and a shared ambition to provide the highest quality of service.
As a fee-only investment advisor, we charge a percentage of the amount you’ve entrusted us to manage and there are no out-of-pocket fees.
We provide services and tools for financial success, including customized investment strategies, active portfolio management, and financial education.