You’ve Worked Hard for Your Money
And through our process, we help you conserve it through tax-efficient strategies and a plan aligned with your goals. In assuming responsibility for protecting and stewarding your wealth, we believe in remaining accessible to our clients at every stage of our partnership. We don’t think it should be difficult to get in touch with your advisor, and we value close relationships with our clients which we build together over time. So when you have a question or something is on your mind, you will never be directed to a call center. Whether speaking on the phone or meeting you at your home, you have a direct line of access to us, always.
How It Works
Discovery Interview
In our first official meeting together, we strive to understand your unique needs, circumstances and goals.
Gather Data
At this stage, we’ll gather your pertinent data so that we can develop a plan personalized to your specific situation.
Analyze and Develop
Using the data gathered, we will analyze your current financial picture and develop a comprehensive solution.
Plan Delivery
Together, we’ll review your financial plan and recommend strategies, including but not limited to your current asset allocation, retirement plans, insurance, social security, income and debt.
Plan Implementation
At this point, we’ll implement the financial plan at a pace that is comfortable for each client. For each part of your plan, we’ll set realistic goals and monitor the progress.
Monitor & Update
Financial planning isn’t a static process, so we will meet and make adjustments and updates depending on how you’re progressing on an ongoing basis.
Explore a Relationship with Us
If you’re looking for a personal advisor and would like to simplify the role that money management plays in your life, get in touch with us.