Becoming a client
Our simple and educationally focused
process to financial security
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!