We are a full-service financial & investment firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing tailored financial information.
A detailed planning process is the best way to establish financial confidence. Once we get to know you we can begin to develop a dynamic investment & financial plan that will address your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
So what are the steps?
1. Introductory Meeting
This is step one of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
2. Exploration Phase
Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.
3. Detailed Planning & Recommendations
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.
4. Ongoing Aid & Advice
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace 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.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.