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Welcome *NAME*

*NAME*, we're glad you decided to move forward and look forward to beginning our work on your behalf. We've talked a lot to this point about general approaches, and guiding principles. Now it is time to pivot to a specific conversation about you and your unique needs.

Please begin by completing the following initial steps. 

Establish Your Personal Wealth Portal

Complete Cash Flow

Gather These Documents

Take Risk Assessment Survey

Schedule Your Next Visit


While it is true that "how far you travel matters far less than those you meet along the way", we look forward to a long and fulfilling journey together.