We combine all of the elements below to create a complete view of your financial life.
Investments
Retirement
Tax
Education
Estate
Cash Flow
Risk and Insurance
Employee Benefits
WHY HAVE A FINANCIAL ADVISOR
AS YOUR TRUSTED PARTNER
We have met the education, experience, and ethical standards, and have made a commitment to CFP Board.
Have a plan and stick to it.
Savings and spending made clear.
Life is busy. Work with a financial advisor that puts you on the right track and provides peace of mind.
Protect yourself. Protect your family.
Build a solid portfolio for growth.
OUR PROCESS
YOUR PATH TO FINANCIAL SUCCESS
1. CONNECT
Free Initial Consultation
Learn about one another to determine if there is a mutual fit.
2. ENGAGE
Officially Engage in Financial Planning Relationship
Sign engagement agreement and agree to fee schedule.
3. ORGANIZE
Get Organized
Securely collect your financial information for evaluation and analysis.
4. PRESENT
Financial Summary Presentation
Evaluation and analysis of your current financial situation. Conversations to better understand goals, concerns and desires.
5. RECOMMEND
Recommendations and Financial Projects Proposed and Prioritized
Create list of actionable steps to create positive change quickly.
6. IMPLEMENT
Project Implementation and Follow-Up
Professional guidance to confidently implement and complete identified projects.
7. CONTINUE
Ongoing Analysis and Service
Ensure we are making progress towards projects and goals.
