Our Approach

Before making any recommendations we carefully evaluate your entire financial situation. This enables us to develop prudent strategies to create your pathway towards your goals. During every step of the process, we carefully explain each financial component and answer your questions. Our comprehensive process consists of:

Information Gathering

Learning as much as we can about your unique financial situation. We gather key information such as your financial net worth, tax situation, debt obligations, and risk tolerance, as well as your personal goals and business/career objectives.

Planning

A careful construction of your unique pathway, creating an individualized and comprehensive plan to help you achieve your goals. When needed, we will happily work with your other advisors, attorneys, or insurance agents to help ensure each design is as complete as possible.

The Explanation

An easy-to-understand explanation of our analysis, logic, and recommendations.

Review & Adjustments

Once your plan is in place, we will periodically review it for needed adjustments. We understand that our lives and the financial markets are constantly changing and that financial plans are a “work in progress”. We also understand the need to build a long-term relationship so that information is not lost and the strategies stay consistent over time. We believe, and you may agree, consistency over time brings better results.

Relax

And lastly, we don’t want you to worry! We will keep the process easy for you and help you every step of the way. We are here to do the worrying for you!