Your Free Portfolio Assessment


A 3-step process to help you evaluate our services and
make an informed decision about working together.

Step 1: Schedule a 20-Min Call

A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.

Step 2: Meet With An Advisor

The next step is a meeting with our team. During this 1-hour meeting, our team will get crystal clear on your goals and needs, and answer any questions you may have.

Step 3: Review Assessment

With your Portfolio Assessment complete, we will have another meeting to review our findings and recommendations.

In plain English, we will explain exactly what you can do to optimize your investments.

Think About It

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”