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GET TO KNOW EACH OTHER.

What are your goals and priorities? What is your time horizon? How confident are you in your current strategy? What is your understanding of the financial planning process? These are some of the questions we ask as we start to build our relationship.

DATA GATHERING.

Qualitative: What is the most important thing to you? What are your other goals? How much risk are you willing to take with your investments? How knowledgeable are you about portfolio construction and asset allocation? Not at all...we'll educate you. Advanced knowledge...we'll have a sophisticated conversation.

Quantitative: Account statements, cash flow, existing investments, balance sheet, benefits, trusts, and any other documentation that illustrates your situation. 

RECOMMENDATIONS.

We present our recommendations in the areas of protection, cash flow, investments, goal funding, retirement, tax strategy, estate planning strategy, and anything else your specific situation may call for. If implementation requires the assistance of external specialists such as CPA’s or attorneys, then we connect you with professionals we work with or coordinate with your existing advisors.

REVIEW

Once the solutions are implemented, we conduct quarterly reviews and annual planning to ensure that you remain on track to achieve your goals as well as adjust for changes in your life.

ETCETERA

We maintain an open door policy and are available at anytime to serve and advise you on any aspect of your financial life. Our relationship is advisory not transactional. This allows for independence and objectivity; to focus on your best interests.