A PERSONAL APPROACH.
Our collaborative approach meets you where you are, on your terms, and maneuvers you through a complex financial-services world.
OUR PROCESS.
We provide a comprehensive, personalized approach to wealth management, guiding you through financial planning, investment management, and ongoing portfolio monitoring.
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This 30-min initial discovery call is to discuss your goals, desired outcomes, and assess if we’re the right fit for you.
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You will sign our Agreement and set-up a payment plan. We’ll schedule our planning meeting and complete our data-gathering process.
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Mapping your current financial picture, net-worth, align your goals, and proposed cash-flow plan. In this meeting, we’ll go over your 12-month financial plan.
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Finish any remaining tweaks to your cash-flow plan and then set up the automation. New accounts will be established as-needed.
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Setting up a schedule for the periodic review and adjustment of the agreed-upon plan.
HOW WE DO IT.
Discover your path to financial peace of mind with our full suite of comprehensive financial planning services.
