Our team develops personalized and dynamic financial plans by following a thorough, client-focused process. We listen intently, ask meaningful questions, and take our time to gain a deep understanding of every client.
STEP 1:
Getting to Know You
Before we build a comprehensive wealth management plan, we meet with you to complete an in depth intake session to lean about you goals, hopes, fears, objectives and your overall financial picture. This will help us understand if we’re the right fit for you while also giving you the opportunity to learn more about us.
STEP 2:
Presentation and Implementation
When building a comprehensive wealth management plan, we leave no stone unturned. Every aspect of your financial life will be thoroughly reviewed and addressed with custom solutions. We will run an in-depth retirement analysis, review your current investment allocations, and ensure your beneficiaries and your estate documents are all on par with the legacy you wish to leave behind. We will work with you to answer any questions you may have, adjust your strategies as needed, and make sure you feel confident in the direction you’re headed.
STEP 3:
Planning Updates and Continuing Service
Once your wealth management plan has been implemented, our team will meet with you on a regular basis to gather information, review your plan, and make any necessary updates as your personal and financial picture continues to evolve. Our goal is to be the quarterback of your comprehensive wealth management plan and help guide you for many years to come.
Step 4
Generational Involvement and Service
We value the strong relationships built with clients over decades of working together. As we implement your financial plan, we’ll provide transparent, candid guidance and hands-on coaching to address all aspects of your personal and professional financial picture.
Financial representatives do not render tax or legal advice. Consult a tax or legal professional for advice that is specific to your situation.