How we work together.
- 1
A conversation
Thirty minutes, by video. We listen. If we are not the right fit, we will tell you, and where we can, point you somewhere better.
- 2
The diagnostic
You share statements and documents through a secure channel. We review everything together: every account, the estate documents, the tax picture. You receive a written assessment of where you stand.
- 3
The plan
A written plan covering the four disciplines, with specific recommendations in order of priority. We walk through it with you and, with your permission, with your CPA and attorney.
- 4
Ongoing counsel
Reviews on a regular schedule, a monthly brief, and direct access to your adviser when something changes. You approve every recommendation; you carry it out with your custodian; we make sure it is done.
An agreement signed electronically. Read-only access or statements for your accounts. We will never ask for the ability to move your money.
Begin a conversation.
If we are not the right fit, we will say so.