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Our Process

We offer simple strategies to complex financial problems.

Our clients are part of our process from the beginning. We keep you involved and make sure you understand what we are doing and why we are doing it.


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of a successful financial plan. 


By focusing on what matters most to you and your family, we’ll collaborate to build a customized plan to solve your challenges and take advantage of your greatest opportunities. Our planning process includes detailed recommendations and a comprehensive written report. We will work together to address any questions or concerns you may have, and adjust your financial plan as needed. 


Implementing your financial plan includes opening investment accounts or transferring funds withing your current accounts. We'll also address any non-investment activities that were identified during our discovery phase.


Regular reviews of your financial plan are part of our ongoing relationship that helps us ensure that your plan always reflects your current goals. These check-ins allow us to respond to the regular fluctuations of the market and help you stay on track. Our team is always available to answer questions about your plan, investments, or goals. 


Do I really need to work with an advisor?

Working with a financial advisor gives you access to years of education and experience that would be difficult to gain researching on your own.

Working with an advisor is more than just investing your money. We provide three core services for our clients: financial planning and design strategies (to help you efficiently work toward your goals), investment solutions (investment portfolios that fit your needs), and insurance products (to protect your interests today). We're independent and shop for the investment or insurance that fits for your specific needs.

How will we measure the performance of my investments?

We'll measure your investment performance based on absolute and relative performance to a comparable benchmark. We'll work together to decide if adjustments to your accounts would help you get closer to meeting your goals.

How will we communicate about my accounts?

You will have 24/7 access to your accounts and we'll hold a comprehensive annual review of all aspects of your financial life. We're always available for questions and you have the option to schedule more frequent reviews and other services if you desire.

How do you get paid?

We're paid in several ways, each driven by your needs. If we're helping to manage your assets, we charge a percentage annually for those assets under management. If you need insurance, we would receive the state-regulated commission rate. If you need a financial plan, we have standard and enhanced options with corresponding one-time fees.

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