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Introductory Phone Call

Thank you for taking the time to learn about us. We look forward to learning more about you. We are happy to provide answers or point you in the right direction to help you move forward, even if it is not ultimately with us.

Always feel most welcome to call us at 513-984-6696 (Cincinnati, Ohio) or 317-877-8000 (Carmel, IN).

Discovery Meeting

This is a time for us to dive further into the details of your situation and carefully listen to your family’s priorities and hopes for the future. We want you to feel comfortable and we’re here to answer any and all questions you have about how we help clients like you through all of life’s phases.

Onboarding Meeting

If you decide to partner with us, we will begin to develop a thorough understanding of your current situation and your goals through a series of conversations, and then provide white glove service in setting up and transferring accounts, and building your Total Wealth Plan together. We are happy to share a brief outline of the new client onboarding process to better set expectations.

If you prefer to send a message instead of scheduling a call, that’s fine too! We promise to respond quickly.

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