ABOUT US
OUR APPROACH
Let us help answer your financial questions and develop a plan that’s focused on helping you work toward your goals.
01
Get Acquainted
We want to get to know you and understand your needs, wants, and long-term goals. In our initial meeting, we’ll discuss your financial dreams and concerns as well as our scope of services, including our philosophy on building wealth. At this stage, our primary goal is to mutually determine how we can best help you accomplish your financial goals and objectives.
02
Gather Data
The next step requires a little leg work as you gather the financial information needed to complete our Confidential Client Questionnaire. We’ll review your current financial situation and also clarify your objectives along with your anticipated time frame for accomplishing your goals.
03
Develop Strategy
Next, we’ll work on building your financial strategy by addressing: Saving, Income Planning, Tax Planning, Risk Management Strategies and Estate Planning. We’ll also consider how to protect your financial future from unexpected expenses and life events.
04
Present Recommendations
After a plan has been prepared, we’ll meet with you to discuss the strengths as well as the weaknesses of your current strategies, examine alternative solutions and then we’ll provide you with our professional recommendations on how to best accomplish your goals.
05
Implement Strategies
Once your financial objectives and recommended strategies have been finalized, our team will work closely with you to implement your plan and coordinate efforts with other members of yours or our financial advisory team.
06
Review & Update
Together, we’ll continue to work closely towards the accomplishment of your long-term financial goals. We’ll conduct annual review meetings to help monitor progress toward your objectives and account for any necessary adjustments as your life and needs change.