Transparent and Fiduciary Advice
The process begins with a free 15-minute phone call. We discuss your goals (for you and your family) and your current financial situation.
Following our discussion, we conduct a thorough analysis of your finances. The objective is to present an organized approach that gets you aligned and working toward your investment and financial planning goals.
We understand this can be a lot to take in at first. Everything we discuss – as well as the financial guidance and advice – is set in formal documents. These documents clearly indicate where you are now, where you should be, what you need to do and why.
You pay one fee for the length of our engagement. We create a financial plan for you, and together, map out a timeline for your next steps. We will provide friendly reminders until you’ve taken the necessary steps or until we’re assured you’re on the way, or until the engagement period is over.
This is what we cover in a comprehensive plan: