We've created a simple 4 step process that helps you gain confidence in your money and helps us prioritize your needs and goals.
Hi, it’s nice to meet you! We want to get to know you, like really know you.
We start with an introductory meeting to learn more about you and your family and then we'll share information about our firm and mutually define expectations. This meeting provides clarity to determine if our wealth management services align with your needs.
We dive deep focusing on your values, goals and any potential concerns, which allow us to understand your unique needs and objectives.
We also collect any necessary information while helping you sort through your financial lives and get organized. At the end of this meeting, you will have a visual snapshot of where you are today, and we will have a greater understanding of where you want to go moving forward.
At this stage, we answer the questions:
“How am I currently doing?"
"Am I going the right way, wrong way, or going in circles?"
We'll show you how your current situation lines up against the goals you have identified. We want to get you from where you are today, to where you want to be, while living intentional and fulfilling lives along the way.
Our focus throughout this process is on building wealth, protecting your wealth and planning for the transfer of your wealth. At the end of our meeting, we will deliver our list of recommendations for your consideration.
We understand that wealth is not about having a lot of money, it’s about having a lot of options to reach your personal goals.
We commit to partnering with you to execute your selected financial planning recommendations, implement your investment strategy and provide ongoing monitoring of these items moving forward.
We will meet on a regular and recurring basis to review and update as necessary.
Our commitment to you is to make sure you and your family always have access to the most up-to-date analysis so you can make educated and fully informed decisions.