Our team will start by scheduling time for you to talk to an advisor. At the heart of the discovery process is learning about what matters to you. This is where we get to know you and learn about your goals and finances, and you have the opportunity to get your questions about our firm answered. We never charge you for this time. Any cost of planning or investing is disclosed before you become a client. We don’t want to put the cart ahead of the horse—the discovery process is a no-pressure interaction to determine if the relationship is a good fit.

Through the discovery process we learned what was important to you. Now we focus on 1) where you are now and 2) where you want to be. Our job is to help you create a roadmap to connect the two. Educating you on the opportunities and roadblocks you might meet along the way, and the different tools to reach your goals, is the focus of the planning stage. This is the time to organize your financial house.

When you are comfortable and ready to move forward, and all of your questions have been answered, we’ll begin implementing your plan.

In the future, we will continue to monitor your investments. We will reevaluate and adjust your plan as needed to stay on target with your changing situation. We will periodically meet to make sure we are on track.