We work closely with you as a client to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client situation is distinctive, but the steps of getting started with us generally include:

1. Initial Phone Call
Before scheduling your initial meeting, we spend some time with you on the phone. During our call, we listen to your needs and interests, describe our services and answer any preliminary questions you have about these services. We then mail you an information package.

2. Initial Meeting
In our first face-to-face meeting, we gather detailed information about your personal situation, including goals and objectives. Along the way, we complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set.

3. Financial Plan or Build Strategy
Using the information we have compiled, we draft a personal plan that aligns with your individual objectives. We explain our strategy for consolidating your existing investment accounts into the accounts we will manage for your benefit. We discuss how to best establish our coordination and collaboration with other trusted professionals, including your attorney and accountant.

4. Implementation
We organize the necessary paperwork to establish the investment accounts for management, execute account transfers, fund your revocable trusts and coordinate your entire investment and estate plan. Once we have assumed responsibility for your investment accounts, communication with you is a top priority. We explain and answer questions about our reporting methods, and stay in touch with you to keep you informed.