01
Your first call with Priya
Twenty minutes with Priya Raman, CFP, our new-client advisor. First conversations are all she does. This is a chance to say what prompted the call and see whether a fuller meeting makes sense.
How we work
The first meeting is not a sales call.
It is the beginning of a careful match between your family and the people who will look after the details.
02
A discovery meeting
A 90-minute discovery meeting with Priya, at our office or by video. We talk about what you have, what you want, and what keeps you up at night.
03
The right lead advisor
Priya matches you with the lead advisor whose clients look most like you. At your plan meeting, she introduces you in person and stays close through the transition.
04
A team that stays with you
Your lead advisor owns your plan, with two reviews a year and a call any time something changes. Your named client service associate handles transfers, required withdrawals, beneficiary changes, and forms, and answers within one business day.