We start by meeting to discuss if we’re a good fit for one another. We’ll talk over where you are currently and your hopes for your financial future.
After forming a working relationship, we gather the specifics of your current financial circumstances and present our recommendations for how you should proceed.
After you’ve had a chance to review our recommendations, we’ll solidify your financial roadmap based on your feedback. Our expertise combined with your goals should mesh into a customized plan aimed at your satisfaction.
We’ll outline the strategies and steps that need to be taken in order to help achieve your goals. You’ll start taking actions designed to advance your plan.
As your life changes, your plan will likely change. We enjoy relationships in which we are kept “in the know,” and therefore we will proactively ask about changes in your life so that we can adjust your plan as needed. This will help keep your plan on target and up to date.
What you can expect from us
It’s our daily mission to deliver the highest quality of service. You can count on us to carry out our responsibilities for your account with efficiency and enthusiasm.
When you work with us, you can expect:
When you work with us, you can expect:
- A personalized experience
- High-quality service with access to robust resources
- Collaboration with your other financial professionals
- Respect and transparency
- Honoring your time
- A holistic approach to your life and finances
- Genuine interest in you, as a person
What we expect from you
When you become our client, we hope for a collaboration in which you actively participate in your planning process. Any guidance that we offer is based on the information you share with us. That’s why we expect:
- Your trust in us
- Complete disclosure
- Honesty and respect
- Commitment
- Candor – whether “good” or “bad”
- Openness to new/unfamiliar things