Our Approach

At our firm, we understand that your time is valuable, and that you may not have the bandwidth to navigate the complex world of financial planning on your own. That's why we offer an Initial Call to help busy individuals like you get started on the path to financial success.

During the Initial Call, we'll take the time to get to know you and understand your unique situation and goals. We'll ask questions about your current financial situation, including what you have, what you owe, what you earn, and what you spend. We'll also ask about your financial goals, whether it's planning for retirement, saving for your children's education, or something else entirely. Our goal during the Initial Call is to get a high-level understanding of your financial situation and goals, and to explore whether our services are a good fit for your needs. We'll explain our approach to financial planning, and how we can help you achieve your goals through a customized financial plan.

Following the Initial Call, to help streamline the asset discovery process, we provide you with access to our secure Client Document Vault, which will serve as the central hub for your financial life as our relationship grows. In the vault are our requests for your personal and financial data. Rest assured that our detailed document request is a testament to our in-depth process.

Once we have collected the various materials required to facilitate the Introductory Meeting, your team of expert advisors will carefully analyze your current financial situation and provide a customized plan that aligns with your unique life goals. This process starts with a deeper dive into your financial situation, as we work to prioritize your hopes and dreams and develop a complete picture of your financial situation. We'll analyze your situation with an eagle-eye view, identifying opportunities to harness your resources and mitigate risks, and developing concrete recommendations and next steps to help you achieve your goals.

If we both agree that we're a good fit, we'll move forward with the implementation of our financial planning process through the Initial Phase. Our Initial Phase process includes a wide range of services, such as setting up accounts, investing your funds, financial goal planning, estate planning, income tax projection, and trust funding. We'll work with you and your team of professionals to create and implement a customized plan that addresses your unique needs and helps you achieve your financial goals. Through a process of disassembling your present financial condition, we seek to provide a more efficient and effective financial blueprint.

Through multiple topic specific meetings, we follow out financial blueprint to reconstruct your financial situation by applying the agreed upon services to your financial situation. This will include walking through the account consolidation process; data aggregation via our Client Portal; and investment implementation process at a minimum.

Our financial plans can cover all aspects of your financial situation, including cash flow and tax planning, risk management, retirement and other goal planning, investment planning, and estate planning. We take a wide scope approach, your financial situation is addressed in a way that supports your overall goals.

A financial plan is dynamic and only as successful as its adoption into your life. Our monitoring phase includes a range of services designed to ensure that your financial plan remains on track and aligned with your life goals. We'll help you implement your financial goal plan, and through a combination of the latest technology and multiple topic-specific update meetings we strive to keep you informed and engaged. We'll also conduct an annual income tax analysis and projection, and help you prognosticate and plan for life events that may impact your financial future. With our ongoing wealth management services, you can rest easy knowing that your financial legacy is in good hands. Our goal is to help you achieve peace of mind and financial security for yourself and your loved ones.

At our firm, we are committed to providing you with objective, unbiased advice that is tailored to your unique situation and goals. Contact us today to schedule your Initial Call and take the first step toward achieving your financial dreams.