Our 7-Step Process
From discovery to ongoing support — every step designed for your success
Exploration or Discovery Call
We begin with understanding your current financial situation, goals, and concerns. This initial conversation helps us determine how we can best serve you.
Documentation & Fee Quote
We provide a transparent fee quote based on your requirements and share the documentation needed for a comprehensive analysis.
Onboarding & Risk Profiling
Complete the onboarding process and undergo comprehensive risk profiling to understand your risk tolerance and investment personality.
Agenda & Planning
We develop a detailed agenda and create a customized financial plan tailored to your specific goals and circumstances.
Plan Sharing & Approval
Present the comprehensive financial plan, address your questions and concerns, and obtain your approval before implementation.
Implementation & Handholding
Guide you through the implementation process with step-by-step support to ensure smooth execution of your financial plan.
Time Expectations
Approximate timeframes for each phase of our engagement