Our process

Is there a fit?

From your perspective

You likely are looking for someone who you can get along with, trust and who will help you achieve your goals.

From our perspective

We are looking for someone we can get along with, trust and who has the financial wherewithal to take advantage of what we provide.

In our first meeting we do not make any decisions. What we do is share enough information that we can determine if there is a fit.

We book an appointment 24 to 72 hours later to discuss this further if we both agree to move forward and work together.