Step 1: Book a Free Consultation
During your free consultation, we’ll take the time to get to know you. We’ll ask about your financial goals and what’s important to you. We will ask you about your needs, challenges, and aspirations. We take the time to learn about our clients and their businesses. We’ll also ask about investment experience and risk tolerance. This way, we can start to get an understanding of what kind of investor you are.
Step 2: Get Acquainted
If we both agree that there’s a good fit, we’ll move forward. From there, we’ll send you our secure, online form for collecting documents and information about your finances and taxes. We will simultaneously schedule our follow-up Discovery Meeting with you. This is a full 60 minute strategy session where we look at your specific situation, go over some of the ideas that we have for your portfolio, your tax situation, and we will provide you with your very own custom proposal.
Step 3: Agree to Move Forward
After the Discover Meeting, if you are pleased with our offer and want to continue, we’ll send you an agreement and investment policy statement for your review and signature. We’ll begin working on your behalf once we receive your signed agreement. We’ll work together to open any new accounts required and get your money invested per your objectives and risk tolerance. We will begin the financial planning journey with you.
Step 4: Begin Your Journey
Together, we will start to put your financial plan into action. This involves investment management, tax planning, retirement planning, risk management, estate planning, and more. We’ll collaborate with you on a continuing basis to make sure things are going smoothly and adapt when necessary. We have what we call our “NCI Milestone” meetings, where we review your situation and make sure that your investments are still on track, that you’re taking advantage of all tax planning opportunities, and that you’re prepared for the future.