A Disciplined Process Designed to Help You Achieve Your Goals

If you are approaching us for the first time, two emotions are likely to be front and center: anticipation and apprehension.  The anticipation stems from the possible outcome associated with seeking an alternative to your current advisor or inquiring about the services of a financial professional for the first time.  At the same time, you may be apprehensive, a natural reaction to potential change. We're all sold to each and every day. Consequently, we put up walls when we anticipate a selling encounter. It’s a natural self-defense mechanism. 

Deciding to hire any kind of advisor can be a difficult and overwhelming process.  You want to be wise and thoughtful about the decision, and certainly don't want to appear foolish or ignorant.  You don't want to be taken advantage of.  Ultimately, you have to admit you need the help of someone you can trust to assist you in navigating an area of your life that is very important to you.  Arriving at that conclusion is oftentimes unsettling.  We don't think it has to be that way.

We would like to address the anticipation and apprehension by making our process as transparent as possible.  It is our objective to clearly demonstrate:

  • the reasons you need a financial advisor
  • the specific steps we take to help to determine if there's a "FIT" for you and our team
  • the type of relationship we have with our clients and the services we provide 
  • what you can specifically expect when you meet with us for the first time
The best place to get started is to ask yourself the following question: "Do I need a financial advisor?"