Life’s complicated. Your finances shouldn’t be.

If you’re like most of our clients, the complicated and often competing demands of life—home, work, family and friends—make finding balance difficult and extra time, nearly impossible.

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.

For some, the internet, media, family, friends and co-workers provide enough information and resources for them to feel confident that they’re on right financial path. For others, having a trusted, licensed professional who possesses the educational background, experience and skillset necessary to provide tailored solutions and strategies for some of finance’s most complex problems, provides an even deeper sense of financial surety and peace.

Are you seeking guidance about life’s biggest decisions?

  • When should I draw Social Security?
  • How much money do I need to retire?
  • How early can I retire?
  • How do I pay for my child’s education?
  • What risks or opportunities does my current financial strategy pose?
  • How do I protect my family and business in the event of my death or disability?
  • How should my investments be allocated to achieve my goals?
  • Am I spending the right amount to enjoy today AND be prepared for tomorrow?

If so, it’s imperative that you partner with the right team.

Building Your Bench

When considering whom to add to your team of trusted professionals, it’s important to find individuals who can help you make sense of your current financial situation; who keep you abreast of not only what’s going on in the financial markets but also how those events could impact your financial future.  It’s important to fill your bench with a team of experienced financial professionals who will actively work with you to identify the things that are most important to you and then constructs and reviews a customized financial strategy to support your goals.

What We Do and How We Do It

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.

Gather facts about your current financial picture through statements, tax returns, a cash flow analysis and other financial related documents.

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.

Share information about who we are, what we do, how we do it and how we are compensated.

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.