We develop a plan and manage your financial life based on your unique dreams and goals, not a financial index. We take the initiative to stay in touch by proactively reaching out to you throughout our relationship. As 4-time National Investment News "Best Practices" Award winners in 2013, 2016, 2018, and 2019, we hold steadfast to the guiding principle that helped get us there: What we do is important in helping you reach your financial goals, but Why we do it is really what makes the difference.
Services
The heart of our work is very simple. We begin by listening to you. We start by listening to you tell your story your way. Only when we understand who you are and what's important to you can we help you articulate and manage your unique financial life and the decisions that come with it. Manage your financial life according to your "Life Plan" index.
To guide our clients toward the achievement of their financial goals through a life-long relationship based on client-centered listening, a meaningful understanding of client values, the creation of a written plan and ongoing review. To be our clients' trusted and valued guide and to be considered their "Financial Advocate" when seeking direction toward the achievement of their financial goals.
We not only illustrate what clients need to do in a straightforward manner, we also encourage and reassure them that we are here to help and that they are not alone. We strive to be accessible and approachable. We've designed our systems and processes to deliver our clients answers based on their timetable, not ours.
Help preserve the assets you already have, and help ensure the financial well-being and independence of your loved ones. Set financial goals, and then select both financial products and tax-efficient strategies that can help you reach them. Use what you've worked for and position assets with the goal of being able to pay educational costs or for other things important to you.
A collaborative meeting focusing on the review of your financial information and the defining of your goals. Our team completes the analysis and develops the Financial Profile.your custom financial plan. Your written financial plan, organizing and clarifying your goals, timelines, and courses of action.
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