The process begins with a free initial consultation where we discuss your financial situation and goals. If we both feel it's a good fit, we'll gather more detailed information, develop a tailored financial plan, and schedule regular follow-up meetings to implement and adjust your plan as needed.

Our fee structure varies based on the services you need. We offer fee-based financial planning, asset management services with a percentage-based fee, and in some cases, a combination of both. We'll clearly explain our fee structure during our initial consultation, and there are never any hidden costs.

We typically schedule quarterly reviews with our clients, but the frequency can be adjusted based on your preferences and needs. Additionally, we're always available for ad-hoc meetings when significant life events occur or when you have questions or concerns.

While some of our services do have minimum asset requirements, we offer solutions for clients at various stages of their financial journey. We believe everyone deserves access to professional financial guidance, and we're happy to discuss which of our services might be the best fit for your situation.