We connect via telephone, a Zoom meeting or an in-person meeting to learn why you are seeking a financial advisor. We will learn more about your situation. You can learn more about our services.
We meet to learn more about your family, occupation, background and financial goals. We gather the information that we will need to develop a comprehensive financial plan with a supporting investment strategy.
We meet to present you with a formal financial plan and the supporting investment proposal. We explain investment fees and tax implications and answer any of your questions.
We meet to align on your personalized financial plan. This meeting will allow you to confirm your financial plan and the supporting investment strategy. We will explain the transition process and answer any of your remaining questions. We gather additional information about your preferences and obtain your permission to implement your Allodium portfolio.
We respect your privacy and will not share your email.