Together, We’ll Address Your Finances
One Step at a Time
In working directly with you, we offer a flexible way to make appointments for what best fits your needs. Whether in our office, your home or a coffee shop, we strive to make your financial journey a convenient one.
Our Planning Process:
Personalized to your goals, but straightforward in what to expect.
Step 1: Meet & Greet
We’ll schedule a conversation to introduce ourselves and meet with you one-on-one. We want to make sure you feel comfortable with us and understand the services/products that we offer.
Step 2: Fact Finding
Our second meeting consists of taking a better look at your portfolio and individual situation. We’ll discuss what you would like to achieve before doing our own research and illustrating scenarios of your options moving forward.
Step 3: Presentation
Next, we will go over your options and work to implement the plan we have discussed and chosen. Should you have any questions, we’ll go over the details and we embark on your financial plan ahead.