Aspiring Client
- Introductory Call (I'm interested but want to know more!)
15 minutes
- 20 Minute "Ask Us Anything" Phone Call
20 minutes
- Initial Planning Consultation
50 minutes
- Financial Planning Meeting
1 hour 30 minutes
Current Client
- Plan Delivery Meeting
1 hour 30 minutes
- Financial Plan Update Meeting
50 minutes
- Quarterly Portfolio Review Meeting
50 minutes
- Annual Investment Review Meeting
50 minutes
- Semi-Annual Investment Review Meeting
50 minutes
- Semi-annual Investment Advisory Call
30 minutes
