It’s important to find an advisor who’s a good fit. Here are a few of the people we serve:
Good financial planning takes time and is unique to every individual. For that reason, we only take on a select number of clients and only if we're a good fit to ensure quality planning.
Here's our 3-Step Process for working with us:
1. Schedule a quick chat to get to know each other.
2. Meet virtually to determine if we are the right advisor for you.
3. Think about it before making a decision. No high-pressure sales here!
The purpose of this meeting is to get to know YOU. We’ll go over your current situation and plan (if there’s one already in place), and get a deeper understanding of what you truly value in life.
This is a collaborative process with a customized approach to creating the life you want to live. It begins with our initial assessment to uncover how best to work together and understand who you are.
There's no one-size-fits-all plan as it includes both an art and science element to it. The point is to get a clear picture of your situation and mindset so we can help curate the best plan to fit your life.
Every plan begins with a foundational footprint. We'll uncover everything you currently have in place and use that as a starting crafting a plan.
We want to get a deep understanding of all the moving parts in your life so that we can build and track your financial well-being over time.
After we have a good understanding of where you are now and the priorities you have in life, we'll begin to test various scenarios with our modeling software to review together.
We’ll also look at the risk and effectiveness of each option to narrow in on the ideal plan that can help meet your goals.
At this point, we’ll have a discussion on how to strategically construct an investment portfolio to align with the financial plan we'll put in place together.
This begins with an Investment Policy Statement which will act as a guide for any investment decisions to be implemented.
In conjunction with our investment specialist team, your portfolio will be implemented on one of our independent custodial platforms (we never custody any client funds) and monitored over time.
Through tracking and ongoing monitoring, you'll have more control over your financial future.
Let us be your sounding board for any financial decisions that may arise in your life. We'll help you to stay organized, implement on your plan, and track your progress over time to reach your goals.
We're here to design an ongoing plan that instills confidence so that you can go out and live the life without the burdon of financial stress.
