Let’s start with a conversation about you. What are your financial priorities, and how can we partner with you to accomplish what is most important to you? In our first conversation, we will discuss:

-What are your most pressing financial concerns?

-What goals or milestones are you working toward?

-What values and priorities tend to drive your financial decisions?

-How can we partner with you to get the best results?

Depending on your situation, we will help you gather the necessary information to begin the process of creating a plan of action that makes sense for you.

Let’s have some fun! Drawing from our understanding of your unique situation, combined with years of experience helping others in similar situations, we will partner with you to create a plan you are excited about. We will guide you through the numbers, using clear language and visuals, and make any adjustments needed to map out the journey ahead. In many cases, we will collaborate with your tax preparer, attorney, or other advisors to design a plan that fits your whole picture. Before moving forward, we will agree on the specific accounts, products, and services your plan requires, and go over any costs involved.

Our team really shines when we follow through to put your plan into action. We love checklists and action items. You will know exactly where you are in the process, what steps to take, and what to expect next. We will work at a pace that is comfortable for you and keep the ball rolling until everything is in place.

Changes are a part of everyone’s life. If something changes, let us know and we will make adjustments to your plan. Whether anything has changed or not, we will want to spend some time with you at least once a year to track your progress and make sure everything we are doing still makes sense.

Your personal financial achievements are a big deal! We thrive when you thrive. When you meet those personal milestones, we will be here to recognize your accomplishments and share the joy.