If you have a minimum $1,000,000 to invest we start with an initial consultation that is generally conducted by phone or through a Zoom meeting so that everyone has a basic understanding of what we do, who we serve, and what you’re hoping to get from a relationship with us.

If it seems like we’re a good match for each other, we invite you to come in for a one- to two-hour discussion of your present situation, your short and medium term goals, and your overall vision for yourself and your family.

Of course, this can be conducted via Zoom if we cannot meet in person; but an in-person meeting is preferable.

If we still feel that we’re a good match for each other, we schedule a third meeting where you bring in the requested documentation for review and we start moving ahead together. Every client is different, but this typically includes bank statements, real estate deeds, retirement account statements, stocks and securities, and so on.

Once we’ve established a plan and positioned your assets for the proper investment goals, we keep in contact with you as we move through the different phases of your goals and we continue to support you with information you request for your other financial and family issues as they come up.