Guiding you to
financial freedom
Our Services
Holistic Financial Planning
01.
Wealth Management
02.
Retirement Planning
03.
Legacy Planning
04.
Our Process
Our firm acts as a fiduciary, meaning we will always do what is in our client’s best interest. We are compensated on a fee-only basis, and do not recommend products that we receive commissions for.
01
Discovery
The process typically starts with a 1 hour introduction meeting. The objective of this conversation is to get to know you and your personal and financial goals, which we can help you clarify. We will also review your current financial situation, to get the full picture of where you are at today.
02
Recommendations
The second meeting primarily consists of reviewing a financial plan, specifically tailored to your goals. This may include a retirement analysis, portfolio allocation review, tax strategies, or other agenda items based on your situation. Each topic will also include clear action items to help reach your goals.
03
Implementation
After we have mutually agreed it is a good fit to work together, the next step is to put the pieces in place. The necessary paperwork may involve another meeting, but it can also normally be completed electronically.
04
Ongoing
Life is not static, and neither is your financial plan, it is only as good as the follow through. That is why we work with our clients proactively, on an ongoing basis. We meet with every client at least annually for a review. However, we also communicate regularly with you throughout the year, and are always available for additional calls or meetings on an as-needed basis, particularly around major life or economic events.