Financial Strategies

We begin with a consultative discovery meeting to learn more about the most important individual in realizing the success of your financial plan – you! Who are you? What matters most to you? What are your goals in life? The discovery consult also demonstrates what we do and allows you to decide if we’re a good fit for your needs.

We conduct a thorough review of the current state of your finances, including investments, estate holdings, taxes, income and cash flow. Once we have a clear picture of your finances and your goals from our discovery meeting, we can begin building your strategy plan.

Through our strategy-building process, we’ll create a set of personalized plans – for the short, intermediate, and long-term – to fulfill your overall financial strategy. We use an objective, consultative and iterative approach, so each session brings us closer to the financial goals we set together.

Whether it’s selecting the right investments, choosing the right insurance, saving towards your retirement goals, or creating an estate plan that preserves your legacy, our financial professionals will guide you at each step. From here, we will determine the path suited to your needs and, if applicable, engage in a fee or non-fee based financial plan.

We will deliver your plan and discuss how to implement your recommendations. Our credentialed Financial Planners will also use their knowledge and resources to explain your options and any associated risks to help you make the best decisions.

As your life evolves and your situation changes, we will be right with you to anticipate your needs and adapt your plan. You’ll be prepared to tackle the challenges and take advantage of the opportunities that come along. Through regular plan reviews, we’ll consult with you and make the appropriate modifications to your strategies and plans at the right times.

This is a relationship based on commitment, trust, and accountability. We can only help you achieve your best life possible by working with you from the beginning, and for the long run. We pride ourselves in understanding your background, philosophy, needs, and objectives and working with you collaboratively throughout our entire relationship to help you realize your financial objectives. As your financial resource, we will always be transparent about our fees and compensation structure.