The process begins with a phone interview. The questions are quite basic and are aimed at determining your understanding of holistic wealth management (especially since the firm deals primarily with high net worth individuals). After the phone interview, candidates are invited to a 1:1 in-person interview at the firm's Portsmouth, New Hampshire office. Unfortunately, I declined to proceed with the interview after taking an assessment that tests your ability to analyze account statements, determine tax liability, etc. However, I was able to meet briefly with some of the partners at the firm, who were all very personable.