Establish Our Relationship
- Get to know you and your situation
- Understand your personal and financial goals
- Review your current course of action and potential alternatives
Build Your Financial
Plan
- Gather the data that would form the basis of your financial plan
- Determine strategies to help pursue your goals
- Thoroughly explain each recommendation to help make knowledgeable decisions
Implement & Monitor Your Decisions
- Gain agreement and implement the recommendations
- Monitor progress on an ongoing basis
- Provide periodic updates and make adjustments as needed
Our Approach
Integrity, trust, and reliability are values that we live by in our personal and professional lives. We treasure and nurture relationships with our clients, their families, and our community. As financial advisors, we incorporate the attributes of a coach (great listener, knowledgeable, supportive, goal oriented, trusting, respectful) and provide a positive experience to help you pursue your financial goals and objectives. We don’t just create a roadmap – we’ll help you get there using a balanced, sophisticated approach to financial planning that is made clear and simple.
Our company is built on three important pillars that support our success – Relationships, Character, and Practice. These pillars are the foundation for every client interaction.
Comprehensive Financial Planning
There is immense value in comprehensive financial planning and it’s imperative for good financial health. Yet, it’s easy to mistake investment management with financial planning. Financial planning extends well beyond where and how you invest. It involves budgeting, goals, appropriate insurance, comprehensive planning for lifestyle, retirement and legacy, Social Security planning, risk management, asset allocation and withdrawal planning, tax efficiency, tax planning, and more.
