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Client Centered

Our purpose is simple yet highly customized for each of our customers: To help you chart a course to your dreams, by combining time-tested strategies with world-class service.

Our process is 6 easy steps

  1. Getting to know each other. Schedule a meeting or call with us to chat about your financial needs and goals.  You may not have any idea what your goals are and we can help you determine them.  You can ask us any questions you may have about us or the practice.  We suggest that if you have a significant family member that they attend this meeting as well. 
  2. Gather information. Tell us more about you. If you feel we are a good fit for you, lets move forward.  We will give you a questionnaire to complete so we can learn more about your financial situation. Think of this as the visit to a new doctor.  We want to know your entire history so we can make a great recommendation.  This is our time to listen and ask you more questions to help us develop a great plan for you.
  3. Analyze information and create financial plan. Our talented staff will analyze all your information and conversations we have had to create a robust personalized financial plan to help reach your goals.
  4. Review your financial plan – We will schedule a meeting to review the robust personal financial plan we have created for you. We will discuss all questions, concerns, and make any needs adjustments to help reach your goals.
  5. Execute the plan – We implement all or some of the recommendations that you are comfortable with from the personal financial plan.
  6. Check-in. We will review your progress regularly.  We are available for any questions you may have.