What We Do
We work with individuals, families, and small business owners to help them identify their financial goals and then, using the financial planning process, develop a road map for them to pursue these goals. We understand that each client has a unique situation and thus require a financial plan that is customized to them.
How We Do This
Listening
It all starts with a conversation where we learn a little bit about you, what motivates you, what are your dreams, and what would you like to accomplish. We will gather your financial information then work with you to identify and prioritize your financial goals.
Planning
We will then take a deeper dive into your financial picture. Through in-depth research and analysis of your current financial portfolio, insurance, expenses and goals we will develop personalized strategies to achieve your goals. We use our experience and knowledge to develop a plan and then communicate it to you in a simple, easy to understand manner. We believe our plan means nothing if you cannot understand it.
Advising
Creating a financial plan is pointless if the strategies are not implemented. We work with our clients throughout their lifetimes to implement the recommended strategies and then update the plan as life happens. The most important part of what we do is reviewing our plans and making sure that our strategies are still working to help achieve your goals and updating your financial plan as necessary.