Broker Check

Our Process

Client Centered

At our first meeting, we asked John and Cindy questions. We helped them clarify their values, define their goals, and benchmark their current financial reality.  They walked away with a clear, compelling vision of their financial future.  With this in hand much of their stress seemed to vanish.

They asked us to create a comprehensive financial plan for them, which we did by analyzing their retirement accounts, pensions, estate plan, insurance, and taxes. We came up with a list of specific action items to give them the highest probability of achieving their goals.

John and Cindy found the plan very helpful in putting things in perspective and giving them specific action items.  They asked us to help them implement it. Now we meet several times a year to make any adjustments needed and review their progress. They are looking forward to a wonderful retirement!

By far, the most common thing we hear from new clients is “I wish we had done this sooner!” 

It all starts with a conversation.

We use a values-based approach to help you better manage your money. It has three basic components :

A Values Based Conversation

We will ask you questions, help you clarify your goals and review your current financial situation. Whether or not we choose to work together, you will walk away with a clear and compelling shared vision of your financial future.

Plan Creation

When we create a plan.  We will do a thorough examination of your investments, estate planning, taxes, insurance and more. We make sure things are working together and are in alignment with both your goals and your values. You will get a specific list of action items (things to do and improve).

Plan Implementation

We will assist you in implementing the action items agreed upon and keep you updated on a regular basis.

We handle everything from there and free you up to pursue those things that are important to you.