facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

You Pick the Destination

And We’ll Pull Up a Map




STEP 01

Discovery Meeting


If you’re a Los Angeles local, we’d love to invite you to meet in person to chat about your financial picture. With no pressure and no obligation to move forward, we’ll take our time in answering your questions about our firm, asking questions about you, your family and your goals and figuring out how we can bring value to your financial picture. If you’re not near us, we’d be happy to conduct this first conversation via video conference or over the phone.



STEP 02

Data Gathering


The next step in developing your tailored plan is to gather any relevant financial documents, statements, returns, etc. From there, we can help you load all of this data into our secure, top-of-the-line software systems that will help us develop your customized roadmap moving forward.



STEP 03

Develop a Plan


Based on your unique goals, desires for the future and current financial picture, we’ll develop your financial plan. We’ll create an appropriate asset allocation strategy focused on capturing market outcomes rather than trying to pick stocks or sell you products.



STEP 04

We’ll Be Here When
You Need Us


We’re happy to meet, call or email as frequently or infrequently as you need. Don’t feel obligated to come to our office every quarter, just visit us when you need to and we’ll monitor your financial picture in the meantime. We’re happy to work together however is most convenient for you.



Ready to Get Started?

Schedule a Time to Talk

Schedule Now