When we start a relationship with a new potential client - we want to make sure we get it right from the start. We provide you up front & on the house financial planning - with no cost or obligation from you. Now this isn't a graph showing you how long your money will last if you spend "X". This is a process which starts with a comprehensive discussion to address all aspects of your financial life. Which means we take the time to fully understand what you are trying to accomplish, your short and long term goals, what keeps you up at night, your lifestyle and your family. We get detailed and talk about how to maintain your lifestyle, travel plans, vehicle purchases, planned renovations, potential caregiving concerns, how to efficiently transfer your estate to your adult children and grandchildren or how to start gifting now - we answer all of your questions, big or small. We conduct a full assessment of where you are today to provide you a personalized financial plan with an easy to follow list of recommendations and next steps to clearly show you what you need to do, to get you where you want to go. We also keep you accountable along the way. The financial plan is as much for us, as it is for you. What we mean by that is, the financial plan provides us a road map to develop your investment recommendations and strategies to support what's most important to you. We believe that your lifestyle should dictate your investments and not your investments dictate your lifestyle. Everyone is unique and there is absolutley nothing cookie cutter about what we do for you.
If you are like our clients, you find the investment world and financial planning concepts confusing, you don't know where to start, you don't have an interest in learning or you are just simply are busy with family, caregiving or career. We are here to provide you clear direction so that you can feel confident about your future.
- Creating Dependable Income Today, Tomorrow, Together -