Building a financial plan uniquely tailored to you.
A customized financial plan serves as the road map for pursuing and potentially achieving your goals. Since learning about you is so important to us, we take time during our first meeting together to talk about your financial situation, goals and needs.
At this initial meeting, it’s important to bring the people, dreams and documents that may help us understand your overall financial picture and better assist us in developing your plan. Important documents can include investment statements from brokerage firms and mutual fund companies, stocks, IRAs and employer retirement plans. We then follow the process outlined below to identify relevant strategies for moving forward and fully addressing your needs.
How we work with you
We proactively reach out to you several times a year, and conduct reviews with you at least annually whether in person or over the phone. Between these interactions, we encourage you to call us with any questions and share any changes in your personal life.