Client Intake

Which statement best reflects how you make financial decisions? 
Are you familiar with our investment process? 
Are you interested in our financial planning services? 

We define financial planning as a process where we evaluate your current circumstances and develop actionable steps that will maximize your potential for reaching your life goals. The initial plan takes 3-6 months on average to complete (heavily dependent on client communication), and this process includes follow-up meetings and implementation assistance.

Our investment and financial planning process has a document-gathering component to it. Which statement rings most true for you? 
We charge based on assets and do not have an account minimum. As an example, on a $1M portfolio, the annual fee is $10,000. On a $50,000 portfolio, our annual fee is $500. Will our fees work for you?