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Our Introductory Process


To help you make an informed and educated decision about hiring our firm.


A free financial assessment to show how we can help you improve your financial plan and reduce your tax bill. (note: the assessment is not a full comprehensive financial plan)


Diligent savers who have accumulated investment & retirement assets of $1,000,000 or more (excluding real estate).

No Cost or Obligation

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

3 Big Questions

We will show you how we answer the three biggest questions about retirement.


Discovery Meeting

A 1-hour virtual meeting to get to know one another and make sure our expertise matches your situation. 

The purpose of this call is to gain clarity on your goals, concerns, and unique financial 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.


Our Analysis

Your free Financial Assessment will be guided by your answers to our questions, along with the documents you provide. 

We apply our expertise and understanding of who you are to analyze your situation and demonstrate how we 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?

Assessment Review Meeting  

In this meeting we present your Financial Assessment. You'll see in dollars and cents how our firm will improve your finances. We'll also leave plenty of time for you to ask any questions on your mind. 

If you are happy with the information we have provided and are ready for us to start working with you, we discuss the next steps to formalizing our relationship. Or if you still aren't sure, we encourage you to take some time to think things over.


Think About It

We are interested in forming long-term client relationships. To that end, we want you to feel completely comfortable with your decision to partner with us, so 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 consider 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?

Get Started Meeting

We schedule this meeting if we mutually decide to work together! We provide our Advisory Agreement for your review and signature and request additional personal information to get started.

During this meeting, we will answer any lingering questions you may have, engage in a deeper goal setting exercise, review what you can expect from us as your advisor, and outline the logistical next steps of working together.

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

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

Our typical clients are:

People who want to delegate their financial planning and investment management to an expert so they spend time on what matters most.

Diligent savers who have accumulated $1,000,000 or more of investment assets

Stock-compensated employees, directors, and executives who are eager to delegate to an expert and simplify their family finances