We work to make the specifics of your situation mutually understood and the various complexities of financial planning easier to engage with.
We work with your ideas, goals, and values as well as the inputs of your other advisors.
Every person needs are unique, so the "one size fits all" approach rarely works in regards to financial planning.
We are a fee only practice, meaning we are not compensated for the sale of financial products.
To start planning, all you have to do is follow this simple 4 step process with us.
Call us to introduce yourself and set up a simple no-cost, no-pressure, no-obligation introductory meeting. We will send you an email with a confirmation of our meeting date and time, driving directions to our office, a summary of what we can expect to accomplish, some basic forms to fill out, and our ADV disclosure document.
Let’s get to know each other in person. Introduce yourself, ask any questions you want of us, and generally lay out the situation at hand and where you seek guidance. We will do our best to provide you help at this time on these matters, but if we agree we are a good fit and that proceeding with a more formal exploration is warranted we will outline the next steps and a fee estimate for you to consider.
We will continue the exploration process more formally with a more comprehensive interview, mapping out the various dynamics of your situation on the whiteboard to achieve a visual “picture-in-time” for mutual reference and engage in an exercise to better define the parameters of what a successful arrangement would look like. Cleaned up pdf versions of these will be submitted to you shortly after for formal review along with a written proposal for services outlining the parameters, steps, and outcomes involved.
We will begin to service your needs for financial planning, area-specific guidance, or head toward asset management services according to our agreement.
We provide comprehensive financial planning, area-specific guidance, and asset management services.