We focus on a goals-based planning approach to keep your wealth management plan realistic, flexible, and innovative.
We’ll explore your priorities and craft a plan that supports your needs while leaving room for life changes.
Learning About You
We’ll meet with you for an initial consultation to get acquainted and learn more about your financial goals.
During this meeting, we want to see if we are a good fit for you.
Consultation & Planning
If you think we are the right fit, we’ll meet again to come up with a plan.
We’ll talk about your goals and how to prioritize them, as well as your current financial information, to recommend the best path forward.
Plan Development
Our team will review the information from our meetings and create a tailored wealth management plan based on your goals.
We’ll review the plan with you and go over the investment strategies before putting it into action.
Implement the Plan
We’ll work with you to open and fund all necessary accounts to get your plan started.
Your investment plan will then take effect. While this process may occur over several months, we’ll oversee every step to ensure it’s executed as agreed upon.
Review Your Progress
Our team is here to meet with you to review your progress.
We can walk you through the overall progress of your accounts and make adjustments based on your needs, market changes, or life events.
Ongoing Assistance
Periodically, we’ll check in with you to review progress, evaluate performance, and reevaluate your investment strategies.
We’re here to help you throughout your wealth management journey. Talk with us by phone or email to maintain your wealth.
What To Expect From Us
Throughout the process, we aim to be as transparent as possible. Here’s what you can expect when you work with us:
- Supportive, tailored advice based on your needs
- Respectful and timely communication
- Clearly outlining your plan in a way you understand
- A financial advocate who puts your needs first
- Flexible planning that adjusts to you
