Once we get to know you, we can begin to develop a plan to meet both your immediate needs and changes in your life down the road. We are in it together with you for the long run.
So what are the steps?
- Meet with you in person (with COVID precautions in mind), via Zoom or on the phone. We want you to get to know us, and vice versa. We’ll ask a few questions to facilitate the conversation. There is no charge for our initial consultations.
- We go over what you’ve told us and develop initial thoughts as to how we could best serve you. We are not a fit for everyone (nor do we think we should we be).
- We come back to you to discuss our review with you and answer your questions.
- If you decide to move forward, we’ll try and make it easy by handling the details on your behalf. We coordinate with the independent custodian Fidelity Institutional Wealth Services to establish your accounts and arrange to transfer your assets to the new accounts. Your assets are held at Fidelity. We can handle nearly all elements of this process electronically as desired.
Contact us today to see how a financially sound plan may bring you closer to your goals.