Getting Started

Scheduling Your Appointment

Before you meet with one of our team's financial planners, you are going to be contacted by one of our company's Relationship Managers.

During this call, your Relationship Manager will help you schedule your Initial Consultation with one of our Financial Planners. Initial consultation appointments typically book 1 to 2 months out. While this may seem like a lengthy wait, many of our clients find that the additional time is helpful, as completing the FactFinder and assembling your financial documents can take some time.

Our Relationship Management team is empowered to guide you through scheduling, secure file sharing, and setting expectations for your appointment. You can ask them as many questions as you would like. However, it is essential to understand that our Relationship Management team cannot and does not provide financial advice. That comes from our Financial Planners.


What Happens After Your Initial Consultation?

After the initial consultation, you may decide you would like to work with one of our Financial Planners in a longterm capacity. Click the button below to learn how this process works.

Learn About Longterm Financial Planning

Devoting ourselves to our client's interest first has always been our highest priority.