How We Do It
What are your goals? How did you get here? We'll guide you through telling us about yourself.
If it makes sense to proceed, we'll set up your accounts (including transfers and rollovers).
We'll present a baseline financial plan based on our Discovery, and work with you to refine the recommendations.
We'll meet every three months to review the progress of your investments, and to update your targets in your plan. In the interim, we'll monitor your investments.