It’s About You
We are here to serve as a partner to you! We care about building a strong relationship, a strategic plan and providing clear, ongoing service.
Introductory Meeting
We start by taking the time to get to know you, learning about your current financial situation and life. Your wants and needs, your goals and aspirations, your health, your job, your thoughts, behaviors, and concerns about money.
Exploration & Preliminary Planning
We then dig deeper, gathering the facts about your financial life: income, spending, saving, accounts, assets, business benefits, legal planning.
Then we assess your risk tolerance and help you clarify short and long-term goals and priorities, personally and professionally.
Detailed Planning
From there, we help build out a plan for you that takes into account the different aspects of your life.
We present the plan to you and provide recommendations on investing, income, saving, tax planning, insurance, benefits, and legacy planning.
Ongoing Support & Advice
We know that life is constantly changing, meaning your financial situation is too! We are here to serve you!
We monitor, adjust and update as your circumstances evolve and as the market changes.