Broker Check

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


Get Started Now

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

  • 3-Part New Client Questionnaire
  • Client Identification

Step 2 – Zoom Meeting with your Advisor

  • Confirm Optimal Accounts to Open & Transfer
  • Review Investment Strategy

Step 3 – Sign New Client & Account Forms

  • Investment Advisory Contract & Investment Strategy
  • Brokerage Account Forms

Step 4 – Accounts Opened

  • New Account Forms submitted to Broker
  • Accounts Opened

Step 5 – Fund Accounts

  • Funding Instructions emailed to you
  • Transfer Processed and/or New Funds Deposited

Contact us for a free initial consultation

Thank you!

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.