Our Client Relationships Are a Two-Way Street
While you can expect personalized plans, strategies backed by experience and sound financial advice, we believe that the relationship works both ways. That’s why we build a foundation of communication, respect and honesty with every client we work with.
We offer everyone a free consultation with no cost or obligation because we value your time and hard-earned money, whether we choose to work together or not. During this time, we’ll get to know one another before deciding to move forward in the financial planning process.
Step 1: Initial Contact
We’ll start with an initial phone call to make sure your situation matches our experience, knowledge, and philosophy. If your goals align with our experience and services offered, next we’ll schedule a more in-depth discovery meeting.
Step 2: Discovery Meeting
This 45-minute complimentary meeting works as an introductory conversation to review and analyze your financial well-being. Here we’ll discuss our management strategies and philosophies, as well as your goals, concerns and current financial situation. If you choose to work with us, we’ll begin the process of preparing your financial plan recommendation.
Step 3: Action Plan Meeting
As we begin to create a plan, our firm will prepare your customized investment plan based on your goals, statements and records. During our action plan meeting, we’ll discuss our proposed recommendations for your financial picture. And when you’re comfortable, we’ll put your plan into action.
Step 4: Plan Monitoring
Going forward, we’ll work together closely to ensure your plan stays on track. We’ll monitor your plan’s performance and progress while providing recommendations and strategies for your continually changing needs to better align with an ever-evolving market & economy.