We are so excited to work with you! Thank you for giving us this opportunity. We have plenty to go over, so let's jump in.
Co-founder, Wealth Manager
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 all questions pertaining to your accounts, billing, scheduling, and general client service, please email
For inquiries related to events, distribution, or if you'd like to introduce us to someone from your network, please use
Our client portal is called Investor360. Depending on our client relationship, you will have access to the following resources:
All Financial Planning Resources +
Investor360 provides a way to view all of your financial accounts in one place. This is called Account Aggregation. If you are a financial planning client, we heavily rely on the information Investor360 provides us via intraday feed of all of your outside accounts including investment, banking, loan, credit card, insurance accounts, and real estate. In order to provide that feed, you will need to aggregate your accounts.
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.