Services

A 30 minute phone call to get to know one another and make sure our expertise matches your situation.

If we aren't the right fit, we'll gladly point you to a resource or firm that's better suited to your needs.

Our mission is to get clear on your goals, concerns, and unique financial situation.

We will provide you with a list of questions and required documents before we can begin our analysis.

During this meeting, we provide answers to your questions and explain what's required to reach your financial goals. This is where you'll see exactly how we can help and what it would look like to work together.

At the end of this meeting, we'll ask you to take some time to think about whether you would like to begin working together. We want you to make an informed decision and we encourage you to take whatever time is necessary.

If we decide to work together, we'll regroup to answer any outstanding questions and start the process.

We'll walk you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.

Our aim is to make your life simpler. There's no need to burden yourself with tracking the market, choosing investments, or watching your portfolio.

We keep a close eye on your investments, stay up to date on changing tax codes, and monitor your financial plan.

You will receive a client portal to view your accounts with us. We offer online scheduling so you can get ahold of us at your convenience.

We will proactively reach out to you two to three times a year to touch base. But we are always working behind the scenes and just a quick call or email away when you have questions. We expect you to keep us informed when you experience life changes or adjustments to your goals or financials.