Our relationship begins with our first conversation.
We want you to feel comfortable with your financial plan. Your advisor will take the time to get to know you so that you can work together to build your plan around you and your priorities. This initial conversation creates the foundation for mapping out your investing strategy and working with you to help manage your overall plan as your values, life changes and goals change over time.
Have a seat. Let’s get to know each other.
First, tell us about yourself.
Your first conversation with your advisor will focus on getting to know you—where you are, where you want to be and what’s important to you.
We'll help build your plan.
After taking some time to consider your personal and financial information, your advisor will then present a range of options and explain each one.
Then we'll help take action.
Over the next few conversations, your advisor will explain your plan in detail and answer questions until you’re comfortable. Then, you’ll work together to put it into motion.