Alignment Process

Our Alignment Process was created for you to determine if we are a good fit


  • Initial interaction for us to learn more about you and your goals/objectives, family, values, and concerns
  • An opportunity for you to learn more about Cutler Financial Group


  • Personalized Investment Recommendations
  • Benefits & Costs of Service


  • Paperwork to Establish Investment Accounts
  • Initial Account Funding
  • Contributions/Distributions (One-time, Systematic, RMD)
  • Online Account Access


  • Ongoing Investment Monitoring
  • Account Reviews (At-least Annually)


We are able to coordinate meetings in-person, via Zoom, or over the phone, depending on your preference.