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!