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Our Approach

Guidance at Every Phase of Your Journey

Our services are comprehensive and cover all phases of life, from honing in on retirement to planning for your children’s education. Whatever the milestone may be, we’ll be there to serve you.

Discovery Meeting

We take time to understand your goals for your family, business, and future. In our first meeting together, you’ll experience firsthand the collaborative nature of our practice as we learn about you, your values, relationships and lifelong goals. We believe your life is the focal point of your financial plan, and so your life is the center of this meeting. As we get to know you we can identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can assist you in achieving those goals.

Investment Plan Meeting

Your current financial situation will be discussed and we’ll make recommendations. At this meeting, we present our diagnostic of your current situation and our recommendations for how we can help  bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.

Mutual Commitment Meeting

We decide to work together and confirm our joint commitment to your plan. Sharing a common vision for your plan is important. At this meeting, we make a mutual decision about whether our firm can help add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. We also execute the documents necessary to put your investment plan into motion.

45-Day Check-In

Your information and paperwork are checked to make sure everything is accurate. It’s easy to become overwhelmed with the amount of paperwork you receive when you have multiple investment accounts. At this meeting, we organize all your paperwork and provide access to our Wealth Management Software so you can see all your accounts in aggregate. Then you can begin to utilize the digital vault. We also answer any questions you may have so that you understand exactly what is happening with your money.

Regular Progress Meeting

Monitoring your progress with regular meetings is imperative as we work to keep you on track towards achieving your goals. We schedule our meetings at intervals convenient for you. Together we review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. We also review your overall progress toward your long-term financial goals. This is also an opportunity to implement advanced planning recommendations that may be appropriate for your situation. We will present to you our Advanced Plan at our first Regular Progress Meeting so that we can prioritize areas of greatest importance to you and begin to address them systematically.

Navigate Your Financial Decisions with Confidence

Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

Start Your Journey