A Financial Journey That Meets Your Expectations
By providing financial confidence through creativity and a genuine relationship, we’ll work together on a personal level in order to get to know you and what your financial goals consist of.
It’s important to develop a financial planning journey that aligns with your unique story. While our process is meant to be a guideline, it’s important to set a road map of expectations that allows you the freedom and confidence to tell your story and express your goals for the future.
Our Planning Process
By developing a relationship with you and analyzing your goals, hopes, dreams and concerns, we'll work toward achieving your financial aspirations. As we meet with you, we truly look forward to not only introducing ourselves but getting to know more about you and setting expectations about what comes next.
In order to implement a plan that fits your needs, we will discuss any appropriate strategies as well as what tools and products are available to you. We understand that your goals and priorities will change over time. Our team is here to guide you through adapting a flexible plan to fit your needs.
At this stage we will present and review your finalized financial plan and deliver a personal copy for your records. We will educate and propose investment allocation, and initiate account opening and/or transfer paperwork.
Review & Ongoing Service
After all accounts are opened and funded, we will help you become familiar with your new statements, provide instructions for online access and discuss our ongoing review schedule.
Maintaining growth and understanding of your finances over time is key to remaining financially independent in the long run. Our team will offer support when it comes to any progress or life changes that may occur.