Our Process

When working with new clients there are many hours of preparation before plans can be implemented. Therefore, we are not focused on an initial sale, but rather establishing long-term relationships. Personalities and investment styles differ greatly so we will spend time to solidify that we can work together. We feel it’s important for you to find someone you can trust with your financial plans. We would like to earn that trust over time with the specialized service and attention your unique situation deserves.

With these thoughts in mind, you will discover that we may ask you for your thoughts and feelings as much as the facts and figures on a given financial topic. We feel this holistic approach leads us to a deeper understanding and appreciation of your perspective, which ultimately leads to a more successful long-term financial plan.

Process