Our Client Engagement Process

Initially, one of our advisors will conduct a detailed interview in order to understand your financial goals and situation. Your case will then be analyzed by the appropriate advisors in the team, depending on your specific priorities and budget. We then provide you with recommended customized solutions, and meet with you again to answer your questions. Depending on what you are most comfortable with, we proceed with implementing the solutions with you.

Connect: Initial contact and discovery of new client

Explore: Uncover and understand needs and objectives

Solve: Analyze findings and design holistic solutions

Collaborate: Review solutions and agree upon a strategy

Implement: Execute the strategy and discuss next steps

Serve: Establish review meetings and monitor progress


And sometimes, you just aren't ready to make a decision, and that's perfectly alright as well. We'll sit with you when you are ready to act, and guide you through your entire decision-making process.

Contact us today and let us show you how we can help you build long-term financial security.