Our Wealth Management Consultative Process begins with learning about you.

We approach each new engagement with a consultative process. We know that money means different things to different people, so we want to make sure we really understand our clients. We ask questions about their values, goals, relationships, assets, advisors, process and outside interests.

“We are looking for lifelong relationships.”

Discovery Meeting Investment Plan Meeting Mutual Commitment Meeting 45-Day Follow-Up Meeting Progress Meeting

Discovery Meeting Investment Plan Meeting Mutual Commitment Meeting 45-Day Follow-Up Meeting Progress Meeting