Our Process

Starting your financial journey can be overwhelming!  We strive to make the process as easy as we can. Here is what to expect when you work with us. 

1. An Introduction. Get to know us as we get to know you and what you need. This is generally a quick 15-minute phone or video call. After we know how we can help, we will request additional information so that we can move forward to the second meeting. 

2. Exploration. During our second meeting, we will offer our solutions. Whether that is a financial plan, investment proposal, or more, Jon will sit down with you and go through your options so you understand what we offer. We may need you to provide some additional statements to move to the next step.

3. Implementation. Once we have your approval, we will handle the paperwork. We can arrange signatures through e-sign or in person, if you prefer.

4. Ongoing Monitoring. We don't "set it and forget it" - we rebalance investments, update plans, and reach out with tax benefits as we see them. We'll also meet with you as-needed to make sure your financal plan and investments still match your situation.