How We Begin
Your priorities shape the plan. A dedicated team of specialists in financial planning, investments, tax, and estate coordinates around your situation from the first conversation forward. You retain full control and account access throughout.
New Client Process
Discovery
Meet your FinancialTeam, receive a fully inclusive fee quote, and ask every question on your mind.
- Your FinancialTeam assesses the full scope of your situation: investments, tax exposure, estate structure, and retirement trajectory.
- Receive a transparent fee proposal based on the scope and complexity of your engagement.
- Share your goals, key documents, and recent statements. We handle the rest.
Implementation
A one-page Service Agreement, and we begin.
- The Agreement formalizes our role as your fee-only fiduciary.
- We connect your investment accounts and build your Personal Financial Website.
- Meet with your FinancialTeam to confirm goals and set expectations.
- Your financial plan and Investment Policy Statement are presented for your review and approval.
Ongoing Partnership
With your plan approved and portfolio constructed, your FinancialTeam coordinates across every discipline on an ongoing basis.
- Quarterly reviews with your FinancialTeam, with direct access between meetings for time-sensitive decisions.
- 24/7 visibility into everything you own through your Personal Financial Website.
- Year-round coordination of investment, tax, estate, and retirement decisions with your CPA and attorney.
- Direct line to your advisor and their team. No call centers, no automated directories, no gatekeepers.
When Wealth Gets Complex, Your Plan Can’t Be.
We organize your entire financial life, identify the gaps, and guide you step-by-step toward what matters most.
See just how simple your financial plan can be.
Ready to see if we're the right fit?
If your wealth has grown beyond what simple advice can manage, we should talk.
Start a Conversation
Schedule a Meeting
Ready to meet? Schedule a virtual meeting with a FirsTrust Advisor.