Become a Client: Who do I turn to?

Selecting a suitable planning and investment firm is a critical decision that can have a significant impact on you and your family in the years ahead.  

At The Center, we’ve developed guidelines to help ensure that your new client experience flourishes into a life-long relationship between you and your planner.

General Guidelines

1. Call or email to set up an introductory meeting with your desired planner.
   
2. Attend brief introductory (in-person or phone) to determine if we are a good fit.
   
3. If yes, schedule one-hour consultation at no charge.
   
4. Complete the  Personal Planning Guide (Click to access pdf file) prior to our consultation.
   
5. At the meeting, define the scope of our relationship and enter into a formal advisory agreement.
   
6. Follow the customized plan mutually agreed upon by you and your planner. 

Please call or email today to schedule your introductory meeting!