Initial Connection
Schedule a virtual consultation through our online calendar. You’ll receive a secure video conference link and preparation guidance.
Secure Information Sharing
Before your meeting, use our encrypted portal to securely share financial documents and information.
Virtual Consultation
Meet with your wealth advisor through high-definition video conferencing, complete with screen sharing for a more interactive experience. We walk you through your personalized financial plan, answer your questions in real time, and make adjustments based on your feedback.
Customized Plan Delivery
Next you’ll receive your completed, personalized financial plan through our secure portal with detailed recommendations and action steps.
Digital Implementation
Once received, you’ll execute your plan using electronic signatures, online account setup, and secure digital processes for seamless implementation.
Ongoing Support
It doesn’t end there. You’ll have access to your advisor team through scheduled virtual reviews, secure messaging, and our user friendly mobile app.