A clear path to thoughtful financial guidance.
Getting started should feel straightforward. We begin by listening, take time to understand your bigger picture, and present solutions developed around what matters most to you.
15-minute phone call
A brief first conversation to understand what brings you to us.
Planning session
A deeper look at your goals, circumstances, and priorities.
Presentation of solutions
A clear discussion of the solutions we’ve developed for you.
Each step has a purpose.
Open a step to see what we’ll cover and how we’ll help you decide what comes next.
01 | 15-minute phone call
We start with a short phone conversation so we can hear what prompted you to reach out and learn what you hope to accomplish. It’s also a chance for you to ask initial questions and get a feel for how we work.
We’ll discuss
- What is most important to you right now
- Any financial decision or transition on your horizon
- Whether our experience and services may fit your needs
No formal preparation is needed. If there’s a particular question or concern on your mind, bring it to the call.
02 | Planning session
If we agree there may be a fit, we’ll schedule a planning session. This is a more detailed conversation about your financial picture and the goals, people, and responsibilities you want your wealth to support.
We’ll take time to understand
- Your family, work, business, and life priorities
- Your current financial resources and key decisions ahead
- The questions, concerns, or opportunities you want us to address
We’ll let you know what information may be useful beforehand, so the session can focus on your situation rather than paperwork.
03 | Presentation of developed solutions
After the planning session, we’ll prepare and present solutions tailored to the information you’ve shared and the priorities we’ve discussed.
We’ll walk through
- How each proposed solution connects to your goals
- Key assumptions, tradeoffs, risks, costs, and coordination points
- Questions you’d like to explore before making a decision
You’ll have time to discuss the recommendations and decide whether you’d like to move forward. The next step is yours.
Begin with a 15-minute call.
Tell us what you’re working toward. We’ll help you understand whether a next step makes sense.
Based in Dalton, Georgia. Virtual meetings are available in states where our advisors are registered.