Discovery
We will listen and learn about your interests, values, goals, and personal and professional relationships to gain a deeper understanding of your personal situation. We will review your financial picture so we can start to create your customized financial plan and investment portfolio, and will answer any initial questions you may have. We’ll then begin to build financial solutions uniquely tailored to you.
Life Financial Plan
We will take the information you shared with us and create your financial plan which will help answer questions such as: Where should I be saving? How much can I spend on travel? What is the best way to save for my kids’ education? Your custom financial plan will allow you to see into the future by evaluating all aspects of your financial situation, while using the best strategies when it comes to taxes, estate planning, college expenses and so much more.
Tailored Investment Plan
After we have assessed where you are now and where you want to go, we build an investment plan that maximizes the probability of achieving all that is important to you. As fee-only, fiduciary advisors, we have access to thousands of investment solutions and objectively choose the best investments to help you reach your goals. We will work with you to create a portfolio that is in line with, not only your financial goals, but also your ideals, by incorporating socially conscious investments. If there is a mission that you are interested in supporting, we will work with you to make sure your portfolio reflects this.
Progress Meetings
We will meet with you regularly to make sure you are staying on track with achieving your goals, and evaluate your portfolio on an ongoing basis to ensure your investments deliver consistent returns in a cost-effective and tax-efficient manner. We will discuss any life changes such as a house purchase, career change, or plans for a growing family, and readjust your life financial plan and portfolio performance to ensure you remain financially healthy during these significant changes.
