Thank you for considering us as your financial partner. We begin with an introductory discussion to learn about each other – your financial needs and concerns and the capabilities we have to help you.

We start with an in-depth discovery meeting to review your current financials, learn what’s important to you and, discuss your future needs, goals and aspirations. Your financial life includes more than investments so we include discussions on education planning, wealth protection, retirement, tax savings strategies and estate planning.

We take you through our Riskalyze assessment that illustrates your personal risk tolerance, providing us insight to the strategies and investment tools that best fit your needs and align with your lifestyle.

We prepare a comprehensive financial plan which, when completed, will serve as your template and guide for future financial decisions.  Next, we make a mutual commitment to work together and complete the necessary paperwork to implement your plan.  As we seek to build a long-term relationship, we will meet regularly to make sure you’re comfortable with our recommendations and make adjustments as needed.

You have access to WealthMap, a secure, personal client portal that provides an up-to-date, consolidated view of your accounts. We consistently monitor your progress and schedule periodical reviews to see how you are and discuss results. Our relationship means you have a trusted advisor who will coordinate with your legal and tax professionals and is available throughout your financial life cycle, allowing you to feel confident about your financial well-being.