In our first meeting, you do most of the talking.  We ask a lot of questions, and we listen.  We find out about what’s most important to you.  We ask about your values and goals.  We discuss where you are currently and where you would like to be.  We gather the necessary personal and financial information to analyze your situation.  Everything is kept in the strictest of confidence. 

We analyze the information gathered in our first meeting and examine where you stand financially and consider improvements if needed.  We will apply years of experience, thousands of hours of advanced training, and research from industry experts to answer the following questions:

We develop recommendations using time tested financial planning and investment management principals.  These recommendations will be ones we believe will provide you with the highest probability of success in achieving your goals. 

In our second meeting, we will present your financial plan.  We will show you where you are relative to your goals.  We will provide our recommendations, potential solutions, and answer any questions you may have.  We can show you how our recommendations could improve your situation. 

If you like what you see and are ready to move forward, we will work with you to implement our recommendations and become a client.  This may include opening new accounts, initiating transfers, etc.  We will make this process as painless as possible. 

As a client, we will monitor your situation and provide regular updates and communication.  This will be a combination of in-person meetings, phone calls, and email correspondence.