How We Get to Know You 

We are committed to understanding and learning about your personal situation, goals, objectives, challenges, and dreams.  Our client education, guidance, and support are based on this understanding and allow you to make educated and informed decisions that are important to you and those who are important to you.

Step 1

​Our process starts with a brief introductory phone call.  Where we discuss your situation and what is important to you.

Step 2

​Delivery of our Firm Introduction Kit (FIT Kit) which explains our firm, processes and expectations in detail.  Not only our expectations, but YOUR expectations of our firm.  

Step 3

Step 4

​In office (or video call) FIT meeting to determine if we are mutually a FIT….We (and you should as well) want to determine that our services and philosophies are in line with your goals and to ensure that we are committing to a long-term relationship.

​Discovery meeting(s) to review your needs, visions, goals, objectives and those dreams and promises that are most important to you.  With this understanding, we can then customize a plan and our services to your needs.

Step 5

Step 6

Review meeting to present your customized plan and our proposed services, address any questions, such that you have an understanding of our recommendations. We then ask for your approval by issuing engagement letters.  

Monitoring and review meetings are scheduled once we receive your approval and have begun implementation of your services.