Whether you’re seeking advice during a time of loss or looking to plan for retirement, we’ve developed a comprehensive approach to meeting your unique financial needs. Here’s how we do it.
What You Can Expect From Us
01
Initial Consultation
Before we do business, let’s get to know each other. Here we’ll learn more about you, your personal goals and unique financial needs.
02
Assess & Strategize
After an initial consultation, we’ll set-up a series of follow-up appointments in order to obtain important information and help us gain a better understanding of your goals. From there, we’ll strategize and produce a deliverable plan to share with you.
03
Plan Implementation
We’ll meet with you to present an analysis of our findings and discuss our recommendations. Only when you’re comfortable, we’ll implement the recommendations together and begin monitoring your progress.
04
Monitor & Meet
We’ll regularly monitor and assess your progress in terms of meeting your financial goals. During this time, we’re committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. Together we’ll adjust and reevaluate your plan as needed.
What We Expect From You
When it comes to your finances, think of us as your CEO. We’ll handle the day-to-day details, so you can be Chairman of the Board. Help us understand your big picture, comfortability level and personal aspirations.
Our clients are open and ready to have an honest conversation about their finances and financial future. Why is this important? Because if we can’t prepare for everything that comes your way, “what if’s” can suddenly turn into “what now’s.”