Our Process

Our Process

We’ve long embraced a team approach to the work we do.

This means you don’t just have an advisor, you have an entire team whom you’ll meet and know—and who are ready to answer any questions you have.

Introductory Call

On this initial get-to-know-you call, we’ll ask you some basic questions and answer yours so that we can find out if we’re a fit for you and your needs.

Discovery Session

During this complimentary 45-minute session, we take a look at how you, your life, and your goals fit together so we can get the full picture. Plus, we’ll answer all of your questions about how we work—and how we get paid, too.

Plan Delivery

This is where the rubber meets the road. During this deeper dive, we lay out our specific recommendations for you so that you can see just how your plan will take shape.


Next, we go from planning to action, and execute on the recommendations you've approved. This isn’t just set it and forget it, though—we keep a close eye and connect regularly to assess and reevaluate if necessary.

The best advisors don’t have divine insight or all the answers. What they do is ask better questions.

When is the last time someone asked you a question that gave you pause?

Choosing an advisor isn’t about trying to figure out who “knows” more. It’s about finding the one willing to ask you the questions you might not have thought of—simply because no one ever asked.

If you like the sound of that, then we have a few questions for you.

Father and son on couch
What does thriving look like to you?

Let's find out how you can cultivate what you have, adapt to what's happening, and feel great about what's next.

It all starts with a conversation.

Let's Talk