When getting to know you, we conduct a number of conversations and meetings to establish a game plan for our relationship.  This sets a fluid plan in place that can be updated as needed, especially during our reviews.  As time goes on, our relationship will likely grow, as many of our clients have consolidated assets from work and other institutions.

A trustworthy, professional relationship is based on a commitment to communicate with each other on an agreed-upon schedule – this is how we will grow our relationship.  Our meeting agenda is one of the many expectations we set up front with our clients.  We recommend a minimum of one annual review, but based on market conditions or client preference, that number can generally be higher.  We also offer meetings via phone or Zoom.