Your journey begins by reaching out to us. Call our office at (828) 707-9828 to schedule a one-hour appointment with Chris Dobson.

This conversation is a crucial opportunity for us to become acquainted. We are just as interested in determining if we are a good fit for you, as you are in finding your ideal advisor.

During the consultation, we will carefully consider your financial goals, concerns, and priorities. Concurrently, we will introduce you to our philosophy, values, and depth of knowledge.

This meeting functions as a two-way interview to determine the viability of our partnership.

After determining that working together is the best course of action, we proceed forward with a plan.

Our team will develop an all-encompassing financial strategy that uniquely correlates with your goals and aspirations. This plan serves as the road map to achieving your financial objectives.

With a strategy in hand, we initiate the process of transferring assets to our trusted partner, LPL Financial.

This transition typically takes between five and 10 business days and is executed with precision and care to ensure the smooth transfer of your financial assets.

Once the transition is complete, you will have access to an entirely new level of financial autonomy.

Through your personalized LPL online portal, you will be able to monitor your accounts and progress; providing you with transparency and insight to remain informed about your financial voyage.

Your financial journey doesn't happen in isolation. Our team remains at your side as your devoted companions, and are prepared to provide direction, assistance, and knowledge at every crossroad.

We're here to answer your concerns, adjust your strategy as circumstances change, and make sure you're confidently pursuing your objectives.