The New Client Experience

When you choose us to be your financial service provider, we will build and optimize your portfolio by following our seven-step process.

1. Initial Client Meeting We'll review your needs, goals, and objectives to determine if it makes sense for us to begin a relationship.
2. Second Client Meeting We'll review data in more detail to fill in any gaps in our understanding of your situation. During this time, we'll also develop your Investment Policy Statement (IPS), which outlines your needs, goals, and constraints as they pertain to your investments.
3. Scheduled Phone Call During this time, we'll review an outline of your financial plan and explain some possible opportunities we've found to improve your financial position.
4. Presentation Meeting Here we'll spend some time going through your financial plan and investment strategy. We'll also initiate the first steps in executing your plan.
5. Scheduled Phone Call We'll review the status of your account transfers, and walk you through the online account access setup.
6. Client Statement Walk-Through We'll cover statement layout and answer any additional questions you may have.
7. First Client Review Meeting We'll discuss the initial progress of your investment portfolio and/or financial plan and address any follow-up items. During this meeting we'll also outline your annual contact calendar with review phone calls and meetings scheduled based on your needs.