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Welcome!
The way you meet is important.
Let's get to know each other. We'd like to understand what you'd like to accomplish and help you learn more about who we are, how we operate, and what you can expect from us.
What we'll cover
Your Expectations & Questions
What are your expectations from an advisor and from us?
What questions do you have about getting started with us?
Understanding Why
Our company structure is built to put you first, we'll discuss how.
Our pledge is important to you and to us.
Transparency is Vital
We clearly communicate fees and performance on every quarterly report - since inception. There are...
No: brokerage services, commissions, proprietary products, nuisance fees, kickbacks, hidden fees, or boondoggles.
Technology for you
Our integrated technology platform enables better financial organization, communication, and security for our clients.
Q&A
Let's discuss your additional questions and determine what's next.
Your Life's Worth(TM)
Our next meeting is where we will take an in-depth look at what's important to you, your current financial situation, and your goals.
Our Next Meeting
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How to Prepare
- Accept your Box invitation.
- Gather your essential documents to share with us. Bring those to the meeting or upload those to Box.
- Decide how to share your financial account information with us: paper statements or electronic files.
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What to Expect
Together, we will collaborate at your home, our local office, or other business to:
- Upload important financial data and documents to your electronic lockbox and Client Portal.
- Discuss Your Life's Worth(TM) and review your financial goals and dreams.
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What is Next
The team gets to work. While you may initially interact with one or two team members, we all work together to:
- Organize and review and your important documents.
- Analyze your existing financial accounts.
- Draft a plan for your goals.
- Prepare and present our recommendations for you.