Our Mission
How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
One of our primary goals is to develop a long-term, trusting relationship with you.
Our Process
Based on our Expertise, we combine our compassion for our clients with a no-nonsense financial education approach. This allows our clients to understand their current financial resources and what financial decisions may impact those resources. Ultimately, we assist our clients in making appropriate changes that result in them obtaining their financial goals
Discovery
Concepts & Strategy
Implementation
Our Resources
1st Visit
During our first visit we will work with the client to identify current requirements, future goals and concerns. With our client's approval and assistance, we will then gather pertinent financial information, assess risk, and analyze the data to outline a roadmap for our relationship.
2nd Visit
During our next visit we will outline our recommended financial plan, which will include any appropriate changes to the client's current financial outlook. This will allow us to meet the client's goals. Within the plan, we will also establish techniques to address advanced planning inclusive of healthcare, tax, and estate strategy planning.
3rd Visit
We will execute the agreed upon plan by accomplishing any relevant documentation/ applications.
Other Visits
We will continue to communicate on a regular basis both in person and electronically. We will monitor the plan's progress in order to address adjustments to the implemented strategies.