Our First Meeting
Our first meeting is always free. This is a chance for us to get to know each other and begin to understand your needs and expectations.
Building Understanding
We'll learn all we can about your current financial situation, and your goals for the future
Risk Tolerance
We typically implement new strategies one step at a time, taking incremental steps toward a long-term goal
Education
We'll explain what we bring to our relationship, and what you can expect when working with us
Investment Planning and Strategy
Once we have a good understanding of your goals and needs, we'll begin developing a strategy for investing and growth.
Planning and Strategy
We'll translate your real-world goals to financial strategies that we can help you implement
Keep it Simple
We typically implement new strategies one step at a time, taking incremental steps toward a long-term goal
Client Education
We'll work with you to make sure you understand each aspect of your personalized investing strategy
Long-Term Management
Once the plan is approved, we manage and maintain your entire investment portfolio for the long haul.
Ongoing Monitoring
We monitor your investments on a daily basis to ensure that our strategy continues to line up with your goals
Hands-off Investing
Our management means this isn't something you need to be mindful of regularly, we'll contact you when your input is needed
Risk Mitigation
If we identify risk within your portfolio that doesn't line up with your wishes, we'll adjust as needed
Project Management
We'll proactively manage special projects from start to finish, making it simple and effortless for you
Tax Compliance
Our background in tax means we understand and mitigate to the extent possible the tax implications of each move we make
Identifying Opportunity
When we see opportunities to improve your portfolio, we'll contact you to see if you'd like to make additional contributions
