Coming Onboard

Our first priority is helping you take care of yourself and your family. To do this well want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

STEP 1

The first step is to talk via email or over the phone to see if we are a potential good fit for you personally, and what our expertise included.  This typically takes only about 15 minutes.  If we aren't a good fit and we think you might be better served elsewhere, we will not only tell you but also proactively try to help you find the right person or company.

STEP 2 

The first in-person meeting is an open format designed around what you want to focus on, and if you aren't sure we can help prioritize. 

This is often very beneficial as it brings up some of the most important to do items, and also can identify blind spots that might be off your radar. 

Things like reducing taxes, if you are on track for a successful retirement, and portfolio analysis and optimization are high points. 

This typically takes about an hour or so, and if desired we can do it via video call as well.  If you would like a checklist to help you get started, you can find one here. 

STEP 3

The second in-person meeting is usually about our findings and recommendations. 

Here is where you decide if your personal advisor at ISC is a good fit for you and your family. 

• Do the recommendations make sense? 
• Is a fiduciary advisor relationship important to you? 
• Do you agree with our investment philosophy and/or believe in the evidence-based approach we employ?  

STEP 4

Some things are still done with physical paperwork, and our team will prepare the forms that need to be signed with sticky arrows pointing to where needed.  If coming on board means moving accounts, we will coordinate this so you don't have to worry about it.  

-Please remember, we are financial planners.  Not aggressive salespeople. 

You will not be hounded once you contact us.  Part of what we are looking for in our relationship is engagement from our clients.  We don't want to spend our time delivering carefully crafted analysis and guidance, only to have it ignored and not implemented.  You might also like that we judge ourselves on whether or not we have our clients on track to meet their realistic goals.

We know that we are not a fit for everyone.  But we also know that for those that are a good fit, that really appreciate what we do for them. 

No pressure, no judgment, we are just trying to help make a difference in as many lives as possible.