START HERE
Schedule a 20-Minute Sit-Down call
A 3-step process to get to know us and make your next step simple.
Our typical clients are…
Trustees, retirees or those looking forward to retiring
In the next 5 – 10 years.
$750k Investable Assets
You’re looking to invest $750k or more.
$2.5m+ net worth
Which puts you above the Washington estate tax threshold.
Ongoing, long-term partnership
Want the help of an experienced fiduciary professional instead of doing it alone.
STEP 01
20-Minute Sit-Down call
This is a friendly 20-min chat to discuss your financial situation.
We want to make sure we are the right financial partner for you If we aren’t, we will happily point you to another person we believe is the right fit for you.
STEP 02
1-Hour Meeting
The next step is a one-hour meeting (in office or via Zoom). We get to know you and find out what your goals are. We also try to understand what makes you YOU. This will help us make sure our recommendations are tailored and personalized.
Our goal is to understand you and your entire financial situation during this one-hour meeting.
STEP 03
Review Next Steps
With your plan underway, we will have another 1-hour meeting to deliver and review our findings and recommendations.
We will explain exactly what you can do to take your best next step based on your situation.
Step #1:
Schedule A 20-Minute Phone Call
STEP 04
Think About It!
At the end of this process, we will simply ask you to think about it.
Choosing the right advisor is a big decision that should not be taken lightly.
There’s never any pressure and you’re under no obligation. If you decide that we aren’t a good fit, we will happily help you find another professional and part ways as friends.
Ready to Get Started?
Book A Free Call Below To Take The First Step
