We're glad you're here. This page is your home base for getting started — every form, questionnaire, and checklist you'll need, in the order you'll need them.
Most new clients are fully up and running within a couple of weeks. Here's the path — and we'll walk it with you.
A relaxed first conversation about your goals, questions, and what you want your money to do for you. Schedule it here if you haven't yet.
Complete the risk tolerance questionnaire and the first-meeting prep form. Ten minutes each, and they make our conversations far more productive.
We'll open your accounts at Interactive Brokers, our custodian. Moving a 401(k) or IRA? Our direct rollover instructions make it painless.
We present your strategy in plain English, put it to work, and stay in frequent dialogue as markets — and your life — evolve.
Work through these at your own pace. Nothing here is stored online — anything you send comes from your own email, reviewed by you first.
Five quick questions to understand your comfort with market ups and downs. You'll get your investor profile instantly, and can send us the results with one click.
Take the questionnaire → Before We MeetA short snapshot of your household, accounts, and goals so we can hit the ground running. No account numbers needed — round figures are perfect.
Fill it out → Moving AccountsStep-by-step instructions for moving a 401(k), 403(b), or IRA to your new account — the tax-smart way, with no withholding surprises.
View instructions → Once You're Set UpView your accounts, statements, and performance any time through our secure client portal.
Go to login →You don't need everything on day one — bring what you can, and we'll fill in gaps as we go. Check items off as you collect them (this list is just for you; it isn't saved or sent anywhere).
It's simple — we work for you. Here's what that means in practice.
Stuck on a form, not sure what a document is, or just want to talk something through? Reach out — that's what we're here for.