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The Client Experience

We believe that the most important way we help you stay disciplined, focused and on track to reaching your financial goals is through our comprehensive, integrated advisory process.  Below are the elements we believe are key to creating a reassuring, open, and warm financial planning experience.


Diagram showing approach described below



One of the most important components of any successful advisory relationship is truly understanding who you are as a person.  Discovery is the objective of our first meeting, having a comfortable, open-ended conversation about your goals, fears, hopes and values.  We will look at all the major aspects of your financial life, including your specific values and goals, as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals (needs, wants, wishes), the groundwork for building your plan.


Analysis and Development

In order for us to thoroughly understand your situation, we will take a comprehensive inventory of your current financial position, including strengths as well as any gaps or weaknesses. We will analyze specific items for action to make sure that your goals and financial situation are aligned. Based on our analysis, we will develop a long-term plan focused on getting you from where you are today to where you want to be in the future. 



The next step is the implementation of your plan. This meeting will finalize our agreement to become your financial advisory team.



Our clients love that we have made the decision to serve fewer clients, in order to be able to provide a personalized experience and to have the ability to build a more intimate knowledge of our clients, their lives, and what is meaningful to them. We are committed to partnering with you! We will provide you with counsel on an ongoing basis. We will constantly monitor your financial position, communicate regularly, and make changes to your investment plan as your life changes.