Phase 1

Making Contact

Phase 2

Getting to Know Each Other

Phase 3

Your Investment Strategy

Phase 4

The Makings of a Portfolio

Phase 5

Welcome to Perigon

PHASE 1

Making Contact

Our approach to wealth management is centered around each individual client and their specific needs. We'd love to hear from you for an initial consultation.

Schedule a Meeting

PHASE 2

Getting to Know Each Other

The goal of our initial meeting, which takes roughly 20 minutes, is to introduce ourselves to each other. 

  • Listen to your story and gain an understanding of your values and goals
  • Answer any questions you have with regard to Perigon and our philosophy
  • Introduce you to any team members you may be working with
  • Layout the path for moving forward

PHASE 3

Your Investment Strategy 

Dive into your financial plan and discuss investment strategies to meet your financial goals 

  • Understand "what's the money for?"
  • Assess your risk tolerance
  • Discuss suitable investment solutions for your specific situation
  • Create a suggested initial portfolio allocation

PHASE 4

Creating a Portfolio 

Refine and finalize your path to financial freedom. 

  • Review the portfolio allocations to ensure you're confident in your investment strategy
  • Review your holistic financial picture and make adjustments or take action where necessary
  • Prepare paperwork for your account(s) and work toward onboarding

PHASE 5

Welcome to Perigon 

Enter into a formal client/advisor relationship with the confidence that you are working with a fiduciary. 

  • We implement your plan and investment strategy
  • We provide ongoing portfolio monitoring & management
  • You have access to us at your discretion for any financial decisions that pop up in your life