Take Our quick quiz to assess fit

We want to ensure we can truly help you and make a meaningful impact on your life.

These questions take about 3 minutes and help you learn more about how we might work together.

DISCOVER IF WE'RE RIGHT FOR YOU

Welcome! Please introduce yourself.

Great news! We provide the services you selected.

Before continuing, we'd like to share that we have an investable asset minimum of $1.5M. This enables us to provide the ongoing high-touch, customized, and comprehensive solutions that our clients need.

Yes, I have $1.5M or more in my portfolio.

No, I don't have $1.5M in my portfolio.

I'm not sure and would like to explain my financial picture in further detail.

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Please feel free to provide more information about your financial situation and then continue the survey.

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What are your goals for your money in retirement? (Choose whatever feels "close enough" to your situation.)

I plan to spend conscientiously so I can make sure I can pay my bills.

I plan to enjoy what I've earned and spend some money on things other than essential costs and bills, e.g. travel, experiences, etc.

I want to spend most or all of my assets in retirement. If my account is $0 at the end of my life, that's a win.

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How often do you see yourself wanting to talk with your financial advisor?

I’d like to check-in with my advisor one or two times a year.

I don’t need to check-in with my advisor, unless something changes in my life or my advisor has something important to tell me.

I like frequent touch-points, and these can include email updates from my advisor about the market, current events, and other economic insights.

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Great. We schedule annual meetings with all our clients. During that meeting, we review your financial plan and make any necessary adjustments based on changes in your life.

You’re also welcome to reach out to us any time throughout the year with questions, or to notify us of any new life event (new job, moving, medical incident, retirement, etc.) We’ll also contact you about any information that’s important for us to share.

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We get it. If it ain’t broke, why fix it.

Sometimes, though, our clients may be unaware of new rules or laws that affect their financial situation. Or they’ve experienced a life change that they deem irrelevant but is actually important.

That’s why we schedule a meeting with you once a year to review your financial plan and make any necessary adjustments. Beyond that, we’ll respect your wishes, unless something important comes up that we need to share.

Also, if you change your mind and would like to meet more, we’re happy to do so.

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We get it. Finances can feel nerve-wracking at times. Our goal is to minimize your stress and take things off your plate, not add things to it.

As you gain more familiarity working with us, we hope to earn your trust so that you can achieve greater peace of mind. We want you enjoying your life, whether that means taking that vacation or picking up a new hobby, not worrying about your portfolio.

During critical life junctures (e.g. retirement, business transfers, home purchases, etc.) we need to be an integral part of your support team and may talk regularly. Otherwise, if life is humming along, we’ll meet annually to review your financial plan and are always available for check-ins.

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That sounds great to us. We like meeting with you at least once a year to review your financial plan and make any needed updates.

Otherwise, we’re always available to you to answer questions, help you navigate life events (new job, moving, medical incident, retirement, etc.), or simply say hello. We’ll regularly communicate with you via e-newsletter, market updates, event invitations, and general announcements.

How do you feel about special client events, such as an annual Client Appreciation Event, or a Volunteer Day?

I enjoy events of all kinds and would want to attend.

I might attend an event, especially if it feels applicable or interesting to me.

No, thank you.

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Works for us!

Whether you love events or prefer to stay home and be cozy,
our goal is for you to thrive.

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Thank you for exploring our fit as your financial advisor.

We think there’s strong alignment and would love to have an introductory phone call with you or meet in-person at our Westlake Village office. We look forward to contacting you soon and learning more about your unique financial situation. If you’d like to schedule a time for an introductory chat, please use this link to book our calendar.

We look forward to connecting and learning how we can be of service to you.

BOOK A CONVERSATION

We sincerely thank you for your interest.

Our firm is designed to address the unique scenarios facing those with $1.5M or more in assets, so unfortunately we’re not the best fit for you at this time. We hope you can connect with one of the many wonderful advisors in our community that offer valuable solutions to those with assets up to $1.5M.

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Take Our quick quiz to assess fit

Welcome! Please introduce yourself.

I’m interested in learning more about the following services:

Great news! We provide the services you selected.Before continuing, we'd like to share that we have an investable asset minimum of $1.5M. This enables us to provide the ongoing high-touch, customized, and comprehensive solutions that our clients need.

Please feel free to provide more information about your financial situation and then continue the survey.

What are your goals for your money in retirement? (Choose whatever feels "close enough" to your situation.)

How often do you see yourself wanting to talk with your financial advisor?

Works for us!

Thank you for exploring our fit as your financial advisor.

We sincerely thank you for your interest.

Thank you for exploring our fit as your financial advisor.

Great news! We provide the services you selected.

Before continuing, we'd like to share that we have an investable asset minimum of $1.5M. This enables us to provide the ongoing high-touch, customized, and comprehensive solutions that our clients need.