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Our Approach

We understand you have unique financial goals.

Our mission is to get to know and understand your needs, wants, and long-term goals because we want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families and businesses face today. It can feel overwhelming managing debt, saving for college, preparing for retirement. Our commitment is to utilize all of our resources to help you pursue your goals.

We know that every financial decision you make affects both your short and long-term goals and has a tax implication. Partnering with a financial professional who specializes in holistic planning means you are working with a knowledgeable resource who integrates tax implications into your financial decisions. A holistic financial plan considers all aspects of your financial situation as a unified whole and considers your values, future goals, your current health, your family situation, and other variables that are unique to you.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Client Centered

Client Centered

Here is an overview of the process: 

1. Discovery Meeting:

At our initial meeting, we conduct a discovery interview. We will ask questions about what goals you hope to pursue and what are the most important financial concerns you have. We can then identify how we can help you overcome any potential obstacles to attaining those goals and what role we can play.

2. Financial Plan Meeting:

After our discovery meeting, we will reconvene and present an initial draft of your financial plan. This will demonstrate gaps in accomplishing your goals and how we may help fill those gaps. This plan forms the foundation of all our work together.

3. Mutual Commitment Meeting:

We should now be ready to make a mutual decision about whether we can add value to your financial well-being and whether it makes sense to proceed. Should we both choose to work together, we commit to each other to work toward everything important to pursuing your financial dreams. We will also execute any necessary paperwork to begin to implement an investment strategy.

4. Follow-Up Meeting:

When you have multiple investment accounts, it's easy to become overwhelmed with the amount of paper you will receive. At this meeting, we will help you get that paperwork organized, get signed up for online account access and answer any questions you have so you are comfortable with what's happening with your money.

5. Regular Periodic Status/Progress Meetings:

These critical meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your personal or financial situation which may necessitate a change in your financial plan. We will review your investment portfolio and continue to gauge investment performance to coincide with your risk profile and make changes when necessary.

This process serves as our framework, but it is only the beginning. To help ensure your most important financial issues are addressed, we commit to becoming your resource for real-world financial advice. Once the foundation of your financial house is in place, we address additional components of your financial life as needed.

Providing you the Tools to Build Financial Security. 

Our Services

Our Services

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Plan for Your Future

Plan for Your Future

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