You'll complete a secure online questionnaire so we can understand your financial picture, experience, background, needs, and long-term objectives. This allows us to connect you with an expert who understands your needs and goals.

Book your initial consultation using our scheduling link. During this meeting, we'll review your financial goals, risk tolerance, current investments, and outline how we build portfolios designed for your objectives.

Once we conduct an initial call, you'll receive an encrypted email file containing all the necessary documents to open your account. 

We will present your personalized investment plan- outlining your asset allocation, risk management framework, tax considerations, and implementation timeline- before any decisions are made. As fiduciaries, your best interest guides every recommendation we make.  We will refine and adjust the strategy as needed until you feel fully confident, informed, and clear on the path forward. 

This is the exciting part! We'll help you transfer your funds via ACH, wire, or account transfer. Once funds are received and our compliance team has reviewed everything, your portfolio will be fully allocated and actively managed. 

After activation, we'll continue building our relationship. You'll have 24/7 access to your client dashboard, performance reporting, ongoing strategic reviews, and quarterly updates about various topics that may affect your portfolio. Our job is to proactively manage your wealth and communicate any updates, so you can enjoy spending time on what matters to you.