Becoming a client

Before committing too much time on either side, we will set up a 45-minute intro call which will help us learn more about each other and determine fit.

You’ll meet with one of our advisors, Brigand Kline or Bryan Pridmore, over the phone, via Zoom, or in person. They’ll gather your information and find out what you need help with. During the meeting they’ll focus on:

• Identifying your goals
• Getting you up to speed on the latest financial need-to-knows
• Exploring the possibility of consolidating your accounts

Towards the end of the meeting, they’ll assign homework, which typically involves sending us statement and account information on your investments and insurances, budget, and monthly expenses. Finally — get excited — you’ll receive a graded quiz!

If we determine an initial fit, we’ll we send you a secure Client Portal link via Morningstar to upload your homework and any other sensitive information.

Once you’ve uploaded your documents, our team will analyze your information. With this in hand, we’ll be better able to determine if you’re on track or if you need more direction.

During this phase we’ll help develop a rough draft of your financial plan and complete a portfolio analysis. We’ll then set up a second appointment so we can present our findings and give you recommendations. We’ll address questions such as: How much risk are you taking? Is it too much or not enough or is it just right?

Most importantly, this is a sneak peek inside our working style. We firmly believe that you should see the quality of our work before you commit to working with us.

If you feel comfortable with the initial plan, we’ll then begin the implementation phase with Docusign applications through Fidelity. It’s time to get on your trail to financial freedom and peace of mind, together.

We’re always here for you! If you need to talk at any time, please always feel free to reach out we’ll make sure to get you on the schedule. But if we don’t hear from you, rest assured! We will help monitor your plan while you continue your ongoing financial journey. We’ll reach out to you several times a year to check in and review your numbers — and, every year, we’ll make comprehensive updates to your overall financial plan.