New Client Process

Our innovative new client process ensures that each aspect of your financial plan will be covered in detail.

Discovery meeting

At the complimentary discovery meeting we will introduce you to our financial planning process and take the time to understand your values, needs, and concerns. We'll begin to review all facets of your financial plan including your assets, liabilities, investments, lines of insurance, employee benefits, dependents, and estate plan. At the end of the discovery meeting, we'll quote your annual fee and provide the next steps if you decide to hire us.

Onboarding Meeting

At the onboarding meeting we will help you set specific and achievable financial goals, and we'll review your retirement projection and investment portfolio in detail. You'll receive a written financial plan that clearly defines what steps you need to take to reach your goals, and we'll jointly establish expectations for the weeks ahead. Following the meeting, we will begin working with your other financial advisors, as needed, to strengthen your overall plan. 

Continuous Planning

After the onboarding meeting, the hard work begins. Now it's time to execute the financial plan we've put in place and continuously review each aspect to ensure your continued success. We'll work with you to modify your plan as needed, based on family changes, tax law revisions, and employment issues, and on a quarterly basis we'll meet to review your overall progress, including your net worth, investment performance, and retirement projection.

Real-Time Reporting

Your financial data will remain secure, protected, and accessible to you at all times.

Once we’ve worked with you to build your personalized financial plan, you’ll have real-time access to your data through our secure online portal. Between meetings you’ll be able to easily add new financial goals, explore scenarios, adjust your inputs, and stress test your financial plan to see how certain events like a stock market downturn or inheritance will impact you. You’ll always be just one click away from viewing your up-to-date net worth, investment portfolio, and overall success rate.

To view a sample report click here.



As a pharmacist, we know that your time is valuable and that nights and weekends might be your preferred time to meet. No problem! We routinely meet with clients across the country seven days a week, and our unique virtual meeting experience means that you never have to leave the comfort of your home or office if you don't want to.