Meeting With You

During our consultations, our goal is to get to know you on a personal level.  We will ask questions such as:

  • What are your goals and time horizon? 
  • What are your passions? 
  • What are your financial fears?

Once we acquire a deeper understanding of your wants and needs, we are better able to design and implement a customized roadmap that reflects your specific situation.

Although it will greatly differ from client to client, we like to have at least four meetings a year.  One is an annual review, which, in our opinion, is a better version of going to the doctor.  This annual review is held in the office to check and amend your plan and set new goals for the upcoming year.  Other reviews and potential conversations include:


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These meetings are usually held in a more social setting, such as lunch or dinner.  We will discuss business, but the main focus will be to grow our relationship.


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Typically conversations about the market and how that pertains to your account.


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During uncertain market environments, you can expect to hear from us often or as needed to clarify our stance and if we are repositioning.

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We nurture our relationships with clients through many avenues, including surprise and delight moments, events, relevant research, and educational presentations.