Before we can decide on an appropriate financial roadmap for you, we need to get to know you.
Don’t worry, we won’t bog you down with cumbersome paperwork or templated, jargony intake forms. Our discovery process is comfortable, authentic and entirely custom. Of course we’ll ask questions, but more importantly, we’ll listen.
As we begin to uncover your values, habits, goals and even fears, we’ll use our mutual trust and collective expertise to advise you. Our relationship-first ethos directs our commitment to being responsive, respectful and compassionate when navigating your financial matters.
Working close together from the beginning allows us to develop a deep understanding of who you are, and for us to earn your trust. From there, we can evolve with you over many years and through significant life transitions.