Working With You

We believe that helping clients achieve their financial goals begins with completely understanding their needs. Only then we can provide the comprehensive guidance that seeks to answer their most fundamental question: Can I attain my goals?

To address questions like these, we take a holistic approach to helping our clients grow and manage their wealth, which means that we focus on all aspects of their financial lives, not just parts of it. We believe that our clients deserve financial advisors who share their vision, earn their trust and work diligently to uncover myriad possible strategies that help them address their aspirations and create a legacy for future generations.

Step One

Interview (Complete Financial Blueprint) – During this initial step we will interview you to learn a little more about your needs, expenses, risk tolerance, goals and objectives. We will walk through a questionnaire and will gather all of the necessary information to begin developing a plan. We will also go over the key things to look for when selecting a financial professional. At the conclusion of this first meeting you and I will decide if it is appropriate to move ahead to step two. 

Step Two

We will take all of the information from step one and begin to develop a working plan. We will meet with you to review this plan and all details and logistics of this plan and our future relationship. At the conclusion of this meeting we will do one of three things: move ahead to step three, revise/adjust the proposed plan, or terminate the process.

Step Three

Establish the relationship and begin to implement and execute the plan as reviewed in step two.

Step Four

Begin client service process, review/evaluate the plan periodically and rebalance the plan as needed.

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.