Simply Managing Your Money Isn’t Enough
You may be searching for an investment manager, but if you’re looking to find financial peace of mind for today, tomorrow, and through retirement, you need much more than that. Our value comes from being more than experienced money managers - we are our clients' biggest financial advocate, educator, goal seeker and financial life coordinator.
How we Position you for Long-Term Success
How we Deliver Our Services
We offer a complimentary financial plan preparation to qualified prospective clients. This is typically a three meeting process and gives you the opportunity to see how we work. It is simply a chance to test the waters. You will receive a comprehensive customized financial plan. If you like your experience, you can then decide to hire us. Whether we choose to work together or not, you will have an actionable financial plan.
Step 1
Initial Consultation
We’ll ask you to collect and bring important financial documents we will use to develop your financial plan. We’ll get to know your goals to better understand what’s most important to you and your financial future.
Step 2
Plan Development
After our initial meeting, we translate your vision, resources, and goals into a personalized financial plan. This will provide you with guidance for achieving your unique financial goals.
Step 3
Plan Presentation
Our team will review the details of your financial plan, provide recommendations, and answer your questions. We will also discuss the implementation process and next steps.
Step 4
Implementation
If you decide working with us is right for you, our team will begin working with you to put your plan into action.
Step 5
Monitor & Meet
We’ll meet on a regular basis to track the progress of your financial plan and review your investments and achievement of your financial goals - making adjustments or rebalancing as needed.