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Our Process

Rather than start with product or investment recommendations, we get to know our clients first and help them establish their goals. We are a smaller firm and get to know each and every client personally. When clients work with us, they are working with an advisor who is motivated by their success, not by sales quotas or proprietary products.

Our process when working together includes the following steps:

Introduction
Relationships are everything at our firm and we never make any financial recommendations until we fully understand you and your goals. Together, we will sit down and decide whether or not we are a good fit to start a long-term relationship.

Make a Plan
When making your plan, we consider your goals, where you are today, and where you want to be in the future. We craft your plan around these goals, your risk tolerance, and your other financial needs. We are planners first and look at everything holistically.

Implement the Plan
Once you are satisfied with your plan, we implement it and monitor it as needed.

Organize & Access Your Portfolio

Six-Month Check-Up
Not only will you hear from us monthly through email newsletters, calls, or meetings, you should also expect a regular review. Here, we go over your portfolio and its progress. This proactive communication is one of the reasons clients trust us with their financial assets.

Annual Reviews
Every year, we review your plan and make changes as needed. We provide high-quality service and unmatched support to all of our clients, regardless of their investable assets.

Adapt as Needed
Life changes fast and you need a plan to keep up. Whether you’re facing a job change, moving, downsizing your home, transitioning into retirement, or planning for a child or grandchild’s education, we can help adjust your plan to keep up with life’s many milestones.


We care about our clients and their successes and are only a phone call away. We’re here for you every step of the way.

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