You need a financial advisor you trust who will listen to your needs, tell it to you straight, and work hard for you. One who recognizes this is your money and your future, and that your needs and aspirations will evolve. A true partner who will always serve your best interests to help you make the most of your life, no matter where you are in your journey.
Perhaps you can relate to one of these scenarios. You are…
“Excelling in your career and you don’t have the time or the interest in managing the financial details day-to-day. You want to delegate to someone you trust to plan with your best interests in mind.”
“Considering the bold choice to move from a career at a large, long-standing corporation to the more nimble, fast-paced entrepreneurial environment.”
“Experiencing a change in marital status either due to divorce or loss of life. Now all decisions fall to you. You’re trying to adjust to this new normal.”
“Choosing to step away from your career to care for your children.”
“Managing an unexpected illness of a family member with increased medical costs and long-term care discussions imminent.”
“Demanding an equal share of voice. You are happily married and want an equal seat at the table when it comes to managing your finances.”
“Purchasing that dream beach house before you are too old to enjoy the fruits of your labor.”
“Retiring on your own terms while you’re healthy, active and able to travel.”
“Coming into new wealth from inheritance, divorce, or a business sale. You want to better understand how to navigate this huge change in your circumstance.”
“Starting your first job out of college and you are a planner. You want to ensure you are setting yourself up for success in the long term and protecting your financial future.”
“Excelling in your career and you don’t have the time or the interest in managing the financial details day-to-day. You want to delegate to someone you trust to plan with your best interests in mind.”
“Experiencing a change in marital status either due to divorce or loss of life. Now all decisions fall to you. You’re trying to adjust to this new normal.”
“Managing an unexpected illness of a family member with increased medical costs and long-term care discussions imminent.”
“Purchasing that dream beach house before you are too old to enjoy the fruits of your labor.”
“Coming into new wealth from inheritance, divorce, or a business sale. You want to better understand how to navigate this huge change in your circumstance.”
“Considering the bold choice to move from a career at a large, long-standing corporation to the more nimble, fast-paced entrepreneurial environment.”
“Choosing to step away from your career to care for your children.”
“Demanding an equal share of voice. You are happily married and want an equal seat at the table when it comes to managing your finances.”
“Retiring on your own terms while you’re healthy, active and able to travel.”
“Starting your first job out of college and you are a planner. You want to ensure you are setting yourself up for success in the long term and protecting your financial future.”
We take a 360° Integrated Strategy. We look at every part of your financial life, we account for each dollar and every cent. By looking at your life from this holistic approach, together we can develop a spending, investment and savings plan that addresses what is going on in your life right now, as well as establish personalized targets for your future.
Our Process
Initial Consultation
We begin with a one-on-one conversation to understand who you are, what you want to accomplish, and what qualities you are seeking in an advisor. During this consultation we will determine if we are a good fit and we want to take the step forward in working together.
Financial Conversation Deep Dive
During this session, we will dig deep to understand where you are in your financial journey. We will explore your financial history, money psychology, money truths and begin to develop your Personal Financial Strategy.
Taking Action
After we have a clear understanding of the big picture, we will implement your customized Financial Strategy and start moving in the direction of your established targets.
Regular Reviews
This is where the commitment begins. We will meet on a regularly-scheduled basis to examine where you have been, how we are progressing, and identify any new opportunities or life changes that need to be factored into our targets. During these regularly-scheduled review sessions we will assess and adjust as needed.