Streamlined Engagement Yields Clarity

The process of engaging with an advisor is structured and efficient, beginning with expressing interest and selecting a time for a call through a web calendar. Initial set-up includes outlining offerings, clarifying expectations, discussing fees, and sending a brief material packet that allows clients to present their questions while answering some themselves. This preparation demands minimal time investment, especially with an organized portfolio, typically around 30 to 45 minutes. Following this, a comprehensive call is scheduled, lasting two hours, to delve deeper into the details. This interaction culminates in a detailed write-up or report that reflects the discussions, adding value to the overall experience.