Our clients trust us to manage their finances because we offer personalized advice and continual interactive support for you and your loved ones. We adhere to a rigorous process designed to answer 4 key questions of financial strength.
1. Introductory Meeting - Where Am I Going?
Our journey begins with an initial meeting, in which we determine your current financial situation - things like income, savings, and debt. We’ll also develop an understanding of your priorities and your tolerance for risk.
2. Setting Goals - Where Do I Want To Go?
After taking a detailed look at your financial profile, we broaden our scope to envision your future. Whether you want to buy a house, put your child through college, or have a plentiful retirement, we will help you identify your goals and develop proactive strategies to help you manage them.
3. Detailed Planning - How Can I Get There?
Once we have a complete understanding of who you are and what your needs are, we present and implement a plan that is tailored to you. We will present you with clear options for investment, insurance protection, and retirement income, as well as acquaint you with the fees that accompany these services, so that you know exactly what you are paying for.
4. Monitoring Progress & Ongoing Aid - How Do I Keep Going?
We thoroughly recognize that the only constant in life is change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.
How We Get Paid
Financial advisors receive compensation through a mix of activities, including commissions, hourly fees, and percentages of assets. We believe that transparency is in the best interest of our clients, so the cost structure of your services will always be clearly laid out for you. Account and hourly minimums may apply.
