Our Process

Step 1: Determining fit

The foundation of any great relationship is alignment — in values, communication, and expectations. Before we begin working together, we take time to determine whether there’s a genuine fit.

From your perspective
You’re likely looking for an advisor you can trust — someone who listens carefully, understands complexity, and brings the insight and discipline to help you achieve your goals.

From our perspective
We’re looking for clients who value a thoughtful process, appreciate collaboration, and have the financial foundation to benefit fully from our comprehensive approach.

Step 2: The initial conversation

Our first meeting is exploratory. No decisions, no commitments — just a conversation. We’ll share how we work, what we believe, and what we can offer. You’ll share your priorities, experiences, and what you’re looking for in an advisory relationship. The objective is simple: to see if we both feel comfortable moving forward.

Step 3: Reflection and next steps

Following that initial meeting, we both take time to reflect. If we mutually agree there’s a good fit, we’ll schedule a second conversation — typically within 24 to 72 hours — to outline how we would begin working together and what the next steps look like.