Our Philosophy and Process
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. We believe in building financial confidence, and independence, through planning.
Our focus is to understand your goals and develop a plan to reach them. A plan helps to ensure financial confidence throughout your life, for you and for your loved ones. It can provide income replacement and asset protection in the event that the unthinkable were to happen: disability, serious illness or death. The plan must also strive to build the maximum it can via a solid, tax efficient wealth portfolio.
We take the time to get to know you, your goals, hopes and worries. We gather information about your current assets, risk tolerance, and long term financial needs. After analyzing the information gathered during the discovery process, we meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor our progress. From here we will plan regular meetings with you to assess the progress towards your goals and, when necessary, we will make adjustments to your financial plan.
Life is dynamic and there are many factors that may change in your situation or the environment, so it’s of extreme importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, insurance, and social security laws in order to provide you with the best financial advice for your particular set of circumstances.