We help bring you
PEACE OF MIND
Our role as a firm is:
To offer guidance through listening, coaching, and supporting you as you navigate your financial future, so your journey is a little less bumpy.
How We Help
Our team is dedicated to helping you with all areas of your financial life. We work with you to coordinate every aspect of your finances into a comprehensive, evolving plan built around the things you care about most.
How does the process work?
Our process begins with a phone conversation so we can get to know each other, ask and answer basic questions, and gain a better sense of what you are looking for in a financial planner. If we mutually feel good about the call, we will schedule a follow up meeting on Zoom.
During our meeting, we will gather the full picture of where you are financially and where you'd like to be in the future. We will outline exactly what we can do to provide value to you as you move forward in your journey.
We've found that successful client relationships are built on good mutual agreements and communications. If we both feel comfortable and trusting in our new relationship and decide to move forward, we will guide you through the necessary paperwork.
Building the Plan
We will work with you to move your accounts and build a comprehensive financial plan that aligns with your goals. Then we will implement your investment strategy and familiarize you with our client portal.
Monitoring Your Plan
We will set a predetermined schedule of meetings together to review your plan and adjust for any changes that come up. Should you need to reach us with questions or concerns, you will have access to our calendars to schedule a phone call or meeting at a time that works best for you.