Getting started,
made calm and clear.
From your first signature to a fully invested portfolio typically takes about three to four weeks. Here's what happens, what we handle for you, and the few things to have ready.
The first few weeks
Timing is typical and varies with the custodian and the accounts involved.
{{ phase.num }}
{{ phase.when }}
{{ phase.title }}
{{ phase.body }}
{{ pt }}
Have these handy
{{ item }}
Missing something? Don't worry - we'll help you track it down along the way.
Take our 8-question risk questionnaire →
What to expect
Calm by design.
{{ line }}
Questions before you start? Call (707) 971‑7069
Let's begin with a conversation.
A complimentary, confidential introduction - no obligation. Just a clear look at where you stand and how we might help.
Or call us directly - (707) 971‑7069