Our Story
We have been in the Financial Planning business since 2004. We believe in maintaining a positive mindset, creating partnerships with a purpose, and always working in the best interests of our clients. When you work with us, you should expect a collaboration with transparency and consistency. Want to learn more? Please contact us for more information.
Our Process
1. Discover and Learn
Our first goal is to learn as much as we can about your individual situation and set of circumstances. We work with you and your other advisors to gather all the necessary information that will be needed to give you the best possible advice.
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We spend this time also making sure you, as the client understand our platform, and are comfortable with the service model and fee agreement.
2. Analyze and Create
Next, we spend as much time as needed analyzing this relevant information and seek input from your other advisors as needed. We then work with you to create an individualized plan for either you and your family, or for your business.
3. Implement and Evolve
We then work closely with our clients to put the plan into action. Understanding that a good plan is a work in progress, we make certain to monitor the plan and adjust accordingly as life events happen, businesses grow, financial situations change, etc...
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We also recognize that not only do the circumstances change for our clients, but the financial services industry is constantly evolving as well. We realize that our service model must adapt with changing times and advances in technology, and we appreciate an open dialogue with all of our clients.
By embracing the latest and most relevant technology that we feel is available in our industry, we are able to effectively create a unique and comprehensive financial plan for each of our clients.
We work with our business clients on implementing and servicing group retirement plans, key person coverage, and other services unique to the business owner or employer.
We offer sophisticated reporting, investment, and advisor coordination services to individuals and families with complex needs and circumstances.