Work With Us
Our goal is to make the process of becoming a client as simple and straightforward as possible so that you can start meeting with your advisor within 2-3 weeks of making the decision to work with us.
Being a fiduciary firm means that it’s our duty to advise with your best interests in mind—not ours. In order to do this, we have a data collection process to ensure that we fully understand your financial situation and goals so that we can advise you & your family accordingly.
What we need from you:
Completion of our Financial Planning and/or Investment Advisory Agreement(s)
Your most recent Tax Return, paystubs, & vesting schedule(s) for equity (if applicable)
Payment of a $500 one-time Onboarding Fee for any ongoing Financial Planning Subscription
Included Benefits for All Subscription Levels
Personalized Financial Model
Account Consolidation
Ongoing financial education via your advisor
Free access to all our e-courses
Weekly Wrap-Up email including financial education, tip, and a summary of market performance.
Complete one of the questionnaires below to get started!
Our Office is closed for the Holiday Season from Monday, 12/23/24 to Wednesday, 1/1/25.
Our team will reach back out when we return to Office 1/2/25 if you plan to submit a form! Thank you and have a happy holiday season!