What We Do

We use an objective long-term decision-making approach and help our clients make informed investment decisions. By crafting a plan that addresses an individual's whole financial picture, we are able to work as a team and guide our clients through life’s many roller coasters. Our process includes:

Discover - First, we need to understand what is most important to you and ask a variety of questions to learn more about your past investing experiences, your current situation, and your future goals. This personal approach helps you get to know us and helps us to craft a strategy that is right for you.

Recommend  As a result of our collaborative discovery and having done extensive analysis we will share with you our observations, findings, and recommendations; together we will agree on your Core Financial Strategy.

Implement – We help you implement your carefully designed core financial strategy.

Monitor - We understand that life happens and things can change without warning. This is why we incorporate tracking systems to keep your plan on target. As your life changes we will adjust your financial solutions.

Review - We’ll help you adjust your plan over time. We will review with you, at least semi-annually. We are always available by email, phone, and in person to answer any questions and adjust to changing life circumstances.