Our initial meeting is a conversation, not a sales pitch. We'll take the time to understand your current investment portfolio (if any), and, importantly, your financial goals. We'll listen carefully to your concerns and aspirations.

We'll provide you with a straightforward risk questionnaire to help us understand your risk tolerance and investment preferences. This information is essential for developing a personalized investment strategy.

We'll present you with our market outlook and explain the assumptions that drive our investment decisions. We'll then recommend specific investment solutions that align with your risk profile and goals.

Once you've chosen an investment solution, we'll provide you with all the necessary documentation, including our firm's disclosures and client agreement. We'll walk you through the agreement, answer any questions you may have, and ensure you feel confident in your decision.

We'll handle the details of opening your accounts and transferring your assets, making the process as smooth and efficient as possible. We'll keep you informed every step of the way. We will implement the investment solution once the assets are transferred.

We'll actively monitor your portfolio, making adjustments as needed to stay aligned with your goals and market conditions. You'll receive regular performance reports and market updates, and we'll schedule periodic review meetings to discuss your portfolio.