Our Process

How We Work with You

 

We start by getting to know each other and discovering your financial goals

 

Each of my client relationships is founded on trust and understanding. In our first meeting, we will uncover what matters to you, what your goals are, your current balance sheet, who are the people in your life, what does your money need to do for you and what your ideal legacy looks like.   
 

 

Building a financial plan tailored to you

 

Next, my partners and I will build a complete financial plan for you.  The plan is a living document that you can refer to at any time to help understand your current and future financial picture.  Then, I will provide you with advice on how your money should be invested to align with your individual goals.  
 

 

Together, we monitor the plan and the advice to ensure it's working

 

There are two key elements to a successful financial plan: 

1) True Long-Term Time Horizon and
2) Regular Communication.
 

Things change, and as they do, we will stay on top of your plan to keep it relevant.

 

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Your needs are multi-dimensional. So are our capabilities.