Broker Check

Our Process

Every journey Begins with a single step

Often times the first step towards a goal is the hardest. It can be daunting, overwhelming, and sometimes paralyzing. Most difficult tasks are easier to tackle with a partner – someone who can motivate you to begin and then help you keep the momentum going.

That’s where we come in.

We have invested the time and built the team to help make the next steps for you not only clear and easy, but enjoyable, as well.

Discovery Meeting

  • Introduction to our firm, investment philosophy, and menu of investment options


  • Personal data gathering
  • Paperless signing via DocuSign


  • Our team has honed our transfer and follow up process so that you don’t have to.
  • Timely and regular communication to keep you abreast


  • Strategically invested in our carefully crafted investment model, tailored to meet your investment needs


  • Regular reviews with Erin Fox
  • 24/7 access to accounts online
  • Portfolio Overview emailed quarterly
  • Market Updates and Lifestyle Newsletter emailed monthly
  • Facebook and Instagram highlight posts

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