The first step in any relationship is getting to know one another. We take the time to learn about your investing journey and current financial situation, as well as your goals and objectives for the future. During this step we also want to identify the members of your financial team, CPA's, estate attorney, and any other individuals you rely on to provide professional services. By gathering all of this information, we can identify areas that need to be addressed, uncover gaps in your financial plan, and most importantly identifying the distance between your present situation and the goals we are working towards. Before making a decision to work together, we believe it is in both of our interests to understand whether we are a good fit. We want you to understand our process and be comfortable moving towards a plan and a partnership.