Becoming a Client
A clear beginning.
A thoughtful next step.
You do not have to move an account to begin a conversation. Start by understanding the relationship and whether it fits your needs.
Schedule a Clarity Review
Getting started
What happens next.
Send a request or call
Choose a topic and your preferred meeting format. You can request a particular advisor. Please keep sensitive financial records out of the public form and ordinary email.
Connect with an advisor
Our internal team reviews the request and routes it based on your needs, location, availability, and existing relationships. Your advisor then arranges the meeting.
Have your Clarity Review
Discuss your goals and current picture. The coordinated initial advisor-led review typically lasts 30–60 minutes, and includes a review.
Decide whether to proceed
Review services, costs, investment approach, and the account-opening process. Ask questions before completing agreements.
Establish the relationship
Complete the required documentation. The team helps with appropriate account establishment and transfers, followed by implementation of the agreed strategy.
Before the first meeting
Think about the questions you want answered.
What is changing in your life? What do you want your money to accomplish? Are there accounts, costs, or arrangements you no longer understand? These are useful starting points.
Your advisor can explain what information would help and how to share documents appropriately. The initial review is not a complete financial plan, and submitting a request does not reserve an appointment.
Schedule a Clarity ReviewStart with a conversation