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Guiding You to Financial Independence
And Providing Meaning to Your Wealth

Getting Started

Our approach to delivering comprehensive financial services always starts and ends with you. We begin this process by listening to you and discussing your lifestyle, goals, wishes, dreams and family situations. Through a consultative process, we then learn the details of your financial picture so we can construct and deliver customized strategies.

We’ll develop a plan that addresses your needs and goals as we offer thoughtful strategies for your most complex financial questions.

What It’s Like Working With Us

Step 1: Discover

While most advisors start by discussing strategies that they use, we have a different discussion. We start “above” the horizon. This means asking thoughtful questions about your dreams, priorities and goals for the future. Together, we'll work to discover your underlying objectives and understand your vision before we ever get down to the finances. 

With a shared vision “above the horizon,” we then move “below the horizon” and consider strategies. This is where most advisors start as they get right into the details of your income taxes, investment portfolios, retirement income strategies, estate planning strategies and more. We have found that it is beneficial for clients to have clarity about their financial goals and priorities before they have to make any decisions.

Step 2: Create

At this stage, we dive into the strategy to work toward your goals. The process allows us to have the ability to provide creative strategies and then proactively implement them. This allows you to comfortably make decisions about a personalized investment portfolio and financial plan. 

We make concrete recommendations to help ensure that everything happens the right way at the right time. Then, we communicate to help make sure your plan stays on track and is modified to pursue your short- and long-term goals.

Step 3: Implement

We have found that clients have difficulty implementing decisions when they don’t have clarity about how they connect with their goals. The key to pursuing your financial growth and independence is integrated with the basic selection of your mission, vision and goals. This creates the ability to manage your vision over time as the economy, your life situation or your goals change. 

Step 4: Manage Results

Results management leads to confidence that your plan is working. Naturally, over time, we tailor our style to the way you work best, so that we can proactively and effectively initiate, implement and monitor your long-term plans. Such a close working partnership not only ensures that we are listening, but that we can discuss and make appropriate changes in the planning horizon.

It is at this point that we revisit our goals and strategies to see if we need to modify and fine-tune our overall plan.