Our Approach

Each new client relationship begins with an introductory or discovery meeting to assess your needs, overall financial objectives, and retirement plans. We then collect necessary data about your current assets, liabilities, budget, and risk tolerance. Once we have a clear understanding of your full financial picture, we will generate a financial plan and create recommendations designed to achieve your near and long term goals. We review these options with you and modify them as necessary to ensure you are comfortable with the approach.

Once your plan is finalized and implemented, we begin an ongoing review process (quarterly or semi-annually depending on your preference) to keep you abreast of progress and make adjustments to any changes in life events you may be experiencing or anticipating.

Risk management and financial education are also key components of our service and planning. The more you understand about your financial plan and portfolio holdings, the less likely you are to make critical mistakes that can impact success.