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As Financial Advisors, we help simplify your financial life so you can focus on what’s most important to you. We consider all your assets, liabilities, and your personal situation to help you make informed financial decisions. In charting your course for the future, we follow a collaborative process to help you enjoy your life today and pursue your goals for tomorrow. |
We take the time to get to know you, your situation, and what you are looking for in an advisor relationship. We will also take the time to answer any questions you may have about our services and how we work with clients. At this time, there are no commitments made: the purpose of this meeting is to give you enough information to make a good decision about our team and to determine if we can add value to the planning you have done for you and your family.
If we decide to move forward, we will need to understand the details of your financial life. We will send a list of information that is helpful for our analysis, including items like mortgage statements, 401(k) snapshots, tax returns, etc. These will help us gain an overall understanding of your full financial picture and prepare us to take your efforts to the next stage.
During this interactive session, we will go over our initial observations and help you understand what possibilities the future could hold. Together, we will run interactive “what if” scenarios to understand the impact of pursuing various alternative goals and the trade-offs of the decisions you face. As we clarify your goals, we will work with you to create contingency plans to help you stay on track.
Based on your goals, we craft appropriate investment and planning strategies and analyze specific tactics for you to consider. We employ our experience and training to create customized recommendations and an action plan to further you along the path to achieving your goals.
As your life changes, we’ll revisit your overall plan and help ensure it’s either staying on track with your original goals, or adjust to accommodate to new goals or unexpected life events.