The complimentary introductory call is our chance to confirm that the relationship is a good match and to answer any questions you may have. It will also be my first opportunity to hear about what you are looking for, your current financial situation, and what's important to you.

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The next step will take you through a secure, guided onboarding process so you can help me get up to speed on all the details. I'll complete the financial plan with recommendations and summary findings for us to review.

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Meanwhile, your investment accounts will be opened and funded. The assets are held with a reputable custodian, in your name, with limited authorities granted to me including trading and help with implementing your financial plan.

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It's as easy as that. I'll continue to manage the investment accounts and be available to you as life changes, questions come up, or it's time to refresh the plan.