We Can Help Bring You
Peace of Mind
Handling your own finances is stressful, especially if you don't have the time. We help turn that stress into relief and optimism so you can relax, enjoy your free time, and feel confident you are on the right path financially.
Read on to discover if our firm is a good fit for you.
Our Mission As a Firm Is:
To support financial stewardship in our clients so they can accumulate, build, and protect legacy wealth.
Who do we work with?
People who tend to believe in:
- Family, however they define it
- Being down-to-earth, trusting and pleasant to work with
- The value of planning and professional advice
- Avoiding timing the markets with stock picking
- Long-term investing
- Having a financially conservative mindset
- Owning or desiring to own real estate
- Saving and investing diligently
What do We Do?
We design and monitor evolving financial plans, prudently manage investments, and help clients make smart decisions with their money.
Working with you, we design a tailor-made plan based on your life goals and values. We develop a close, active relationship to anticipate your needs and monitor your financial plan.
Having a peaceful retirement begins with sound, comprehensive planning. We work with you to construct a roadmap and manage your wealth as you reach toward financial freedom in retirement.
Effective investment management acts as the cornerstone of a well-crafted financial plan. As we develop your tailored portfolio, we invest in asset classes that align with your risk tolerance, individual goals and personal values.
How does thE Process Work?
Introductory phone call
Our process begins with a 15-minute phone conversation to get to know you, ask and answer basic questions and gain a better sense of what you are looking for in a financial planning relationship.
Our primary objective of this virtual video meeting is to identify and select goals that align with your hopes, aspirations, and core values. We will begin by listening to you because we want to understand both the numbers and the story behind your life and financial circumstances. This will give us a clear picture of where you are financially and where you would like to be in the future. In this meeting, we will also discuss our planning process, investment philosophy and any associated fees.
THINK ON IT
Hiring an advisor to work with is a decision that shouldn’t be rushed or taken lightly. We do not expect nor encourage you to make the decision hastily. Why? Because we’re looking to build long-term relationships with our clients. Before you make any final decisions, you should feel comfortable and trusting in our new relationship. Still have questions we didn’t answer? Feel free to reach out anytime.
This is the stage where any further questions or concerns you may have should be discussed. We strive to be transparent with our clients and client-prospects. It is imperative during the contracting stage that we each have a clear sense of roles and responsibilities. When you are ready to move forward, we will take care of the necessary paperwork and guide you in each step of the process.
Because we value working with those who we believe are a good fit for our firm, we tend to be selective in bringing aboard new clients. If we mutually decide to work together, we’ll work in tandem to move accounts, build a financial plan, implement your investment strategy and customize your client financial portal. We’ve found that successful client experiences happen with good mutual agreements and communication.
MONITORING AND ADAPTING YOUR PLAN
You will have scheduled periodic meetings with us to review your plan and your portfolio, discuss your situation, and consider any necessary adjustments to keep you on a smart path. In between meetings, we will have several pairs of eyes monitoring your portfolio. Should you need to reach us with questions or concerns, you will have access to our calendars to schedule a phone call or zoom meeting at a time that works best for you.