Listen,
Analyze,
Develop,
Implement,
Refine.
We begin every relationship with a ‘getting to know you’ meeting to invest the time to get to know one another and see if it makes mutual sense to work together. During this meeting, we talk about life goals, current situations, family, financial health, and any of the questions that may be keeping you up at night. We can also review financial documents if you have specific questions and would like to provide any files ahead of time through our secure portal.
If there is a decision to move forward, we begin the onboarding process to vividly understand your goals, what inspires you, and what values drive your investment decisions. We gather a considerable amount of information to allow us to complete the ‘heavy-lifting’ analysis.
After having a reasonable understanding of your current situation and goals, we begin the process of learning how you handle and react to risk, discuss current and future spending, and review ‘what-if’ scenarios.
Finally, we begin the process of executing your plan, spending time to periodically review and adjust. We treat your plan as a living document, one that is continuously changing over time.
Our Approach:
Hear the world without the noise
We help solve life’s financial puzzles by taking the guesswork out of financial planning. Understanding your situation, goals, and concerns, we work with you to create a plan to make smart choices with money. The result is being able to ignore the noise and focus on what is important.
