Your advisor stands as your primary source of guidance. However, our commitment to your financial success extends beyond the expertise of a single individual. Our adept team of professionals, meticulously trained and well-versed in a multitude of financial disciplines, stands readily available as your first point of contact. We will ensure that your financial journey benefits from a comprehensive and holistic approach. With your advisor at the helm and our proficient staff working in concert, you can be confident that you are accessing a wealth of knowledge and insights, all aimed at steering you towards your desired financial destination.

For full instructions on how to do this, please view our Resource Guide (PDF) or Instructional Videos.

We will soon be scheduling your first official client meeting. Depending on our client relationship, we will meet two to four times to complete onboarding you as a client. Once onboarding is complete, you will move to a quarterly meeting schedule for your first year. Our client review sessions occur in the middle month of each quarter: February, May, August, November. If anything urgent comes up that requires a meeting outside of regular client review months, additional meetings may be booked. Please bookmark our scheduling page here. Note that we will provide a separate scheduling link for onboarding.