The onboarding process is the beginning of our relationship with clients. We collect basic financial  information then schedule a discovery meeting. A Lead and Support Advisor will be assigned to the client at this time. We also have additional support  staff who help to provide a seamless client experience.

Discovery Meeting

At the discovery meeting with the Lead and Support Advisors, we gather all the information needed to create a comprehensive financial plan.  The information obtained will be analyzed and evaluated to determine what recommendations will be made.


A financial plan is only of value when it is implemented. Upon approval, we give our clients a plan of action. This is a joint effort , as proper execution requires accountability by both parties.

Monitor & Adjust

Monitoring the plan on an annual basis is important for a successful, long-term outcome. We schedule a yearly review meeting with our client, but will also make recommendations to modify or adjust as needed.