Book a short discovery call to share your goals and ask questions. Please submit an inquiry.
We review your situation, risk comfort, and explain our services and fees.
If you decide to move forward, we set up your account with Altruist in your name and begin developing an investment strategy tailored to you .
Transfer or deposit cash using altruist and plaid; Altruist provides updates and statements.
We put your plan into action and review it with you regularly.
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