Our Process

Discovery Meeting

The goal of the first discussion is to figure out what makes you tick financially. You’ll cover seven areas: values, goals, relationships, assets, other advisors, contact preferences and interests. Your advisor needs to understand what matters to you most.

Investment Plan Meeting

Two weeks following the Discovery Meeting, you will  meet with your advisor to discuss your Investment Plan. Before making your final investment decisions, you’ll explore three areas: how much risk do you feel comfortable taking, what is your time horizon, and what is your required rate of return.

Mutual Commitment Meeting

Now comes the big decision – it’s time to make a commitment. We’ll formalize the relationship and the new investment plan.

45-Day Follow-up Meeting

A check-up meeting. We’ll organize all of your account paperwork, confirm that you’re comfortable with the relationship, and address any outstanding issues.

Regular Progress Meeting

To ensure that we’re staying on track and meeting your goals, we’ll review your progress on a regular schedule. Life happens, so we’ll use these meetings to make any minor adjustments to your investment plan.


4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488


6929 Greenway Pkwy.
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574


150 W. Dale Ave.
Flagstaff, AZ 86001
Phone: (928) 226 -0868


4757 Caughlin Pkwy.
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

Santa Fe

215 W. San Francisco
Santa Fe, NM 87501
Phone: (505) 982-3808


1228 15th St.,
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144

Santa Monica

312 Arizona Ave.
Office 302
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

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