Before Our First Meeting
We begin with a relationship-building meeting conducted by Raphael, establishing initial trust and understanding your needs and expectations. We have flexible meeting locations, including our personal office lounge or an online video conference for your convenience.
First Meeting: Fact-Finding
We begin with a relationship-building meeting conducted by Raphael, establishing initial trust and understanding your needs and expectations. We have flexible meeting locations, including our personal office lounge or an online video conference for your convenience.
Second Meeting: Analysis
Once we have all the necessary documents, we analyze them to the last detail, understanding the makeup of your current financial picture, discovering potential gaps between your situation and your objectives, and identifying growth opportunities.
Third Meeting: Recommendation
We present our strategic recommendations which aim to bridge the gap between your current and desired financial position. This includes a detailed roadmap outlining specific steps and strategies to help you achieve your desired financial outcomes and build long-term success.
Fourth Meeting: Implementation
We officially begin our relationship and initiate the financial planning process. Our new business team completes all the necessary paperwork, including the Client Intake Form and additional required documentation, obtains signatures, and executes account rollovers and new account openings on your behalf. Once finished, we’ll conduct a final review of all accounts and deliver your comprehensive financial portfolio.
Ongoing Portfolio Management
As we manage your portfolio, we’ll hold biannual or annual review meetings to ensure it stays aligned with your goals and we adjust strategies based on your evolving needs.
Why Clients Choose Us
Fiduciary Mastery
Every recommendation is anchored in your best interests, free from proprietary product bias.
Regulatory Excellence
We are fully licensed for Regulation A offerings with transparent, fee-only structures.
Proven Synergy
Thousands of families have achieved predictable income, tax efficiency, and multi-generational wealth transfer.
Concierge Access
Our clients have access to direct collaboration with senior advisors, CPAs, and estate attorneys under one unified strategy.
Schedule your complimentary discovery session today!
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