Our process begins with a discovery meeting to understand your goals, financial situation, and risk tolerance. From there, we prepare a Statement of Advice (SOA) a legally required document outlining tailored recommendations. Once you’ve reviewed and approved it, your adviser helps implement the agreed strategy and monitors your progress through ongoing reviews. We accept cash, checks, all major credit cards, HSA (health savings account), and a third-party finance company called Cherry with interest free payment plans.