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.

Tucson

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

Scottsdale

6929 Greenway Pkwy.
Ste.150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574

Flagstaff

150 W. Dale Ave.
Ste.1
Flagstaff, AZ 86001
Phone: (928) 226 -0868

Reno/Tahoe

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

Santa Fe

215 W. San Francisco
Ste.202C
Santa Fe, NM 87501
Phone: (505) 982-3808

Denver

1228 15th St.,
Ste.300
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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