Consultation Process

I conduct an initial interview with prospective clients to provide a preview of our investment management, planning and consulting process and services.

Prospective clients are asked to bring investment and tax documentation to this initial meeting to streamline the review process and provide reference points for the conversation. These documents serve as the information required, to prepare for a proposal meeting, if there is agreement to move forward.

If desired, a proposal meeting will be scheduled and formal recommendations along with a service agreement will be presented at the proposal meeting.

The initial interview meeting takes approximately one and a half hours.
A client profile is required at the beginning of this meeting along with a consulting fee.