... A Customized Process not a Packaged Product.
Financial Planning is the core of our approach. We’re at our best when we determine the entire picture of your financial situation, from record keeping and cash management to insurance and investments, estate planning and your retirement. You can be assured that this holistic approach will help you identify gaps and opportunities in your current planning. All plans are customized, in writing and include a clear action plan of options to reaching your objectives that you can implement on your own, with a current advisor or with our assistance. It’s your choice!
Also, since we are not compensated through the sale of financial products or commissions, you can be assured that you are receiving non-biased advice focused on your needs and not the sale of some financial product.
Anyone can benefit from a good financial plan; whether you’ve just started your first job or have been retired for 10 years or are somewhere in between. While we prefer to work with people to develop comprehensive plans, we can also work on an hourly or project basis.
The process begins with a no-cost, no-obligation initial consultation. During this meeting we’ll ask each other questions to get an idea of what your ideal life would look like. We’ll discuss your successes and challenges to date and determine what your expectations from the plan are. Then we’ll mutually determine your short, mid & long term goals.
Contact us to discuss your goals, situation, and concerns. We’ll help you put together an efficient, understandable plan that gets you organized and on your way to reaching your goals.