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Our Process

Getting to Know Each Other

Sitting together with you and your family to get to know who you are; your goals for the future, your experience with saving, and your concerns is the best place to start. Our advisors meet with you where you are most comfortable, whether that it at your kitchen table or our executive offices. 

At the end of the meeting you will know more about us and our processes, while we will know more about you and what is truly important in your life.

When We Meet Again

When you meet with our advisors again, we use the information we spoke about in our prior appointment, to discuss long term strategies, along with solutions that we can utilize to achieve your goals.

With cutting edge technology we will share with you an outline of your financial plan. Together we will work though different scenarios to develop a comprehensive plan.  This plan will be revisited all though our time together and updated as your life changes.

Review Time

Our team offers many ways to keep up to date on your investments.  We have a full staff in our office that is available to assist you with questions and transactions.  In between our meetings you will also have access to our client portal where you can view your accounts, share secure documents, and find an abundance of educational information. 

A financial checkup can take place at any time during the year and can help you better understand the "big picture" of your overall financial planning efforts. We will go over changes in your situation, such as the birth of a child or changes to your job, and how they will affect your plan.  We will also look for opportunities, which might include reducing taxes on your investments, protecting your income, or building a financial cushion.

This appointment will change as your financial goals change and as you approach life's milestone events.  These events look different for each of our clients and we look forward to celebrating with you. 

Our Resources

Our goal is to be a resource of information.  We offer complimentary educational seminars multiple times a year.  Our website, as well as our client portal, are destinations when you are can go to become more educated on some topics. Our office is staffed with knowledgeable licensed assistants, who have worked with us closely for many years. 

We also have relationships with people who specialize in other areas. Our network includes individuals who are CPA's, family attorneys, a medicare professional, and a property and casualty insurance broker.