What to Expect
Our Services Are…
We are Fee-Only. Which means we do not earn commissions on what investments you buy. Your best interest comes first! Not which financial product pays us a high commission. We charge a fee for our advice and a % fee for investment management which you will see up front.
Our client relationships are ongoing; just as the rest of your life is constantly evolving, your financial planning requires regular maintenance and adjustments.
By offering virtual services, we remain flexible to your needs and are able to serve clients throughout the U.S.
As a fiduciary, we are held to a legal standard to place your best interest above all else.
By building a close, collaborative relationship, we provide guidance that aligns with your unique situation.
Through a thoughtful process, we help you tap into and create more opportunities from the business you’ve grown. Before we dive in, we like to have a preliminary conversation to see if we’re a good match. Simply schedule your introductory call at a time that works for you.
In our first official meeting, we look forward to learning about where you are now. We’ll discuss your goals, your desired timeline for those goals, as well as your biggest concerns.
At this point, we’ll help you gather your financial data in order to understand your full financial portrait.
In our next meeting, we’ll analyze and evaluate both your personal and business financial status and compare it against where you wish to be.
After taking the time to develop custom strategies, we’ll have another meeting to deliver our proposed plan and recommendations.
Implementation & Ongoing Service
We implement your plan, coordinating with external professionals wherever necessary, and giving you clear action steps to take on your end. Over time, we will track your progress and continue to revisit your plan and make adjustments as your life evolves.
Start the Process
Our process begins with an introductory conversation where we discuss your goals and share more about our services.