For some, spending time researching, analyzing and connecting with various professionals, in order to piece together their financial lives, is an enjoyable exercise. For others, access to what we dub an on-call financial concierge, who can handle the heavy lifting for them, frees up precious time that they can now use to connect with family and friends, to focus on career or educational goals; in general, to follow other pursuits that bring happiness and enjoyment to their lives.
We educate, equip and empower our clients with financial knowledge, tools and strategies that enable them to move confidently through all life stages. It all starts with a complimentary F.I.T. meeting during which we adhere to four valuable steps.
Gain insights about your past experiences (the good, the bad and the ugly), what you’re seeking in a financial advising relationship and what your portfolio expectations entail.
Collectively assess our teaming potential and, if we are a good F.I.T., we’ll begin the deep dive into your financial life and ultimately take the plunge into planning.
Note: The information gathered during both your F.I.T. meeting and “deep dive” will allow us to determine which planning portal will be most appropriate for analyzing and addressing your current financial situation in relation to your stated present and future goals. Investment planning is offered through Envision.