A detailed financial analysis is the best way to establish your financial goals and objectives. Once we get to know you we can begin to develop a dynamic strategy that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.

So what are the steps?

1) Introductory Meeting

In this introductory, no-cost, no-obligation meeting, we will seek to identify your goals, priorities, preferences, as well as potential obstacles. You will have an opportunity to find out more about us and our philosophy. We will mutually establish what the expectations are for both of us and whether an ongoing partnership is the right fit.

2) Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. We will engage in a more comprehensive discussion about your personal and financial goals and values and clarify your present situation.

3) Recommending Solutions

Now it is time to set you up with a strategy. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle

4) Ongoing Aid and Advice

Your priorities and goals will inevitably shift through time which is why we are here to review and revise your strategy periodically. As your life circumstances facilitate a different approach to achieving your objectives, we will be a constant presence to ensure that your plan transitions along with you.