facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Discover If We’re Right For You

Our Process

It All Starts With You.

There are few things more personal than your wealth - which is why we place you at the forefront of our planning. From the start, we’ll begin learning who you are, what you believe in and what you need to find your own financial well-being. Moving through our onboarding process, we’ll nail down your specific financial goals, attitude toward risk and vision for the future. This crucial information, combined with our decades of industry experience, will serve as the foundation of your holistic financial plan.

Our Commitment to Fiduciary Management.

We are dedicated to providing you with the best advice we can give while being as objective as possible when analyzing your unique situation.

Learn How to Get Started

With Simon Quick Advisors

Man sitting in a chair while looking at a document

Step 1:

Give Us a Call

We’ll start things off by scheduling some time to talk over the phone with an advisor. This will give us a chance to learn more about your concerns, and you’ll have the opportunity to get your questions about our firm answered.


Step 2:

Data Gathering

If we believe we may be right for you, we’ll ask you to gather any relevant financial documents that could help us paint a picture of your current financial standings.

Step 3:

Establish & Define Our Relationship

At this time, we’ll go over the in’s and out’s of what you can expect in an ongoing relationship with our firm, including our services, fee structure and more.

Step 4:

Analyze Your Current Situation

Once we have all relevant information about your current standings, we’ll conduct an in-depth analysis of your wealth before determining a course of action in moving forward.

Step 5:

Develop & Present Your Plan

Based on your current standings, tolerance for risk and long-term goals, we’ll develop your personal financial planning checklist and Investment Policy Statement (IPS).

Step 6:

Implement Plan

When you’re comfortable with our solutions and ready to move forward, we’ll begin working on the next actionable steps together.

Step 7:


Moving forward, we’ll continuously monitor your investment performance and reevaluate and readjust your financial plan as needed to stay on track with your evolving needs and goals.