Our Approach

Regardless of your situation, we’ve got to start somewhere - and that somewhere is  us gathering all relevant information about you.  Your goals, your attitude toward risk & your investment timeline. using our factfinder, we will be able to better understand all of this and more, and build a financial plan that lays the groundwork to meet your needs, wants and wishes.

No house was ever “just put together”, it needs a blueprint designed specifically for you. Using the information from the discovery process, we work with your needs, wants and wishes—to develop the blueprint for your financial future. This will give you a roadmap for your future and a starting place for us to begin the building process.

Armed with a plan and your goals, we will implement all items needed according to your specific blueprint to help you reach your goals.  This can include investment management ideas, insurance, employer benefit ideas, tax strategies, etc. We’ll work with you to answer any questions you may have, adjust strategies and move forward with the next actionable ideas.

4. House is Built

Hooray!! Your home is now done, but nowhere near finished…as any home owner can attest, the real work has just begun.  Maintenance and upkeep are essential to keeping your financial house in great condition.

5. Monitoring - Ongoing Maintenance

We’ve worked together to plan and build your financial life, but just like a house, without proper maintenance things can go awry. We stay by your side to ensure every board is nailed in.  Once the house is finished you can enjoy a glass of wine by the fire, while we ensure things stay as they should.

Careers change, families grow, priorities shift. We will meet regularly for strategy sessions and review and/or remodel your plan if necessary.  As circumstances change we want to make sure your plan is shifting accordingly for your short, mid and long term goals.