We believe that there’s no such thing as “one-size-fits-all” planning. Every client’s financial goals and realities are unique—so we follow a comprehensive, highly personalized process that’s designed to help us map a strategy that fits you.
Our first meeting is all about getting to know one another and making sure that our philosophy aligns with yours. We’ll talk about where you are financially today, where you’d like to be in the future, your tolerance for risk and more.
Once that first conversation is complete, we’ll draft a proposal that outlines a strategy for reaching the goals we identified together. Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
We revise the proposal with you until it feels right, implement the plan when you’re ready and monitor its performance closely so we can keep you updated.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.
We work by the fiduciary standard, which means we put your interests first – not commissions, not agendas. We only succeed when you do.
Some clients like to check in frequently; some are happy with annual meetings to go over their plan and make any necessary adjustments. Whichever you prefer, you’ll always receive prompt and personal service.