Our journey together begins with an initial meeting and discovery session. This is where we'll delve into your unique financial landscape. We'll take the time to truly understand your goals and objectives, whether they're saving for retirement, a child's education, or to grow your business. We'll also openly discuss your risk tolerance – how comfortable you are with different levels of investment risk – to ensure your financial strategy aligns perfectly with your comfort zone.

Once you've decided to move forward, the next step is to sign your Investment Advisory Agreement. This document formally outlines the services we'll provide, our fee structure, and the responsibilities of both parties. It's a crucial step that ensures transparency and sets the foundation for our financial partnership. We'll provide you with the agreement and be available to answer any questions you may have before you sign.

With your Investment Advisory Agreement in place, the next crucial step is to open your dedicated brokerage account. This account will serve as the secure home for your investments, allowing us to implement your personalized financial strategy. We will guide you through the entire account opening process, which typically involves completing some straightforward questions and providing necessary identification.

Owner, Investment Adviser Representative