An unforgettable wealth management experience

We merge technology and automation with a human touch, so your wealth experience is incredible.

HOW IT WORKS

Let’s map out the process

1. Discovery

Our first interaction together will gauge whether or not our firm is a good fit for you. This is typically a phone call or a virtual meeting. Also, we don’t work with just everyone, so we use this meeting to gauge whether our relationship is mutually beneficial for both parties.

2. Lay the foundation

The hard work begins and we start to build your client portal and dashboard and we gather as much data readily available. We will get an in-depth understanding of your financial habits, behaviors, risk tolerance and goals so start building a custom financial plan and investment portfolio.

A chart that shows a risk score of 42/100 with the parameters of a chance to lose 13% for the opportunity to gain 21%.

What is your risk tolerance?

We run a few scenarios to pinpoint your risk tolerance in less than 5 minutes. We objectively use adaptive and dynamic questions to gauge your actual number and compare it holistically to your investments across the board.

Free Portfolio Risk Analysis

3. Building the plan

Once the foundation has been set, the fun part begins where we diagnose your financial life and create a customized financial plan that is catered to your situation alone. Your goals play a huge factor in what we take into consideration for the future.

A dashboard that gives a snapshot of someone's financial situation such as the chance of success to retire, net worth, investment allocation and their balance sheet.

4. Monitor & Review

We also tell you what we see and are transparent and honest. If you’re doing great, we will tell you but if there is room for improvement we won’t shy away from giving our feedback. Life also changes and we can not predict what the future holds, that is why is important for us to monitor your goals, financial situation and progress.