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How We Can Help

We designed a process to help you (and us) make an informed and educated decision about working together.

Learning our process will give you a framework for evaluating us and other firms you might be considering.

Here are the highlights:

No Cost or Obligation

We want you to know exactly how we can help before you pay us a single dollar.

3 Big Answers

You will finish with answers to the three biggest questions about retirement.


Introductory Call

A 15-minute phone call to get to know one another and make sure our expertise matches your situation. 

If we aren’t the right fit for you, we will make sure to introduce you to a firm who is better suited to your needs.


First Meeting - Get Acquainted

Like a doctor, it's important to diagnose before we prescribe. 

The purpose of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.

Your answers to our questions, along with the documents we requested you bring will guide our analysis. The result will be plain-English answers to your most important questions.


Our Analysis

We apply our expertise and understanding of who you are to analyze your situation to answer three critical questions for you:

  1. Are you on track to reach your long-term goals?
  2. How can your tax bill be reduced?
  3. How can your investments be improved?

Second Meeting - Analysis Review

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals.

This is where you will see, in dollars and cents, how our firm can improve your finances.

At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to think about it. 


Think About It

We are interested in forming long-term client relationships. It’s important that you take as much time as needed to make a decision. Prior to deciding whether we should work together, you'll want to answer the following questions:

  1. Do I like/trust/respect the team at Quarry Hill?
  2. Will the benefits they provide exceed their cost?
  3. Do I understand and agree with their investment philosophy?
  4. Do their recommendations make sense to me?

Third Meeting - Get Started

During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.

Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns. 


How Do I Know If I'm a Good Fit?

We deliver the greatest value when we focus on complex situations that require our expertise. 

Our typical clients are:

Corporate Executives and Directors who are eager to delegate to an expert and simplify their family finances

Diligent savers within 5-10 years of a retirement transition who have accumulated $750,000 or more of investment assets

People who value expert guidance and understand that the success of their retirement is too important to be doing it themselves