Our Process

 

 

 

Everyone’s financial story is unique, so we work hard to understand how your financial situation has evolved and your vision for the future. The entire process is centered around your individual needs. In addition to discussing your immediate and future goals, we take the time to learn about your values, important relationships, interests, and experiences (data collection). We explore your current financial assets, and evaluate how your money is working for you. We also look at what improvements could be made (evaluation of assets). Using the gathered information, we decide if we can add value to what you are already doing. Considering our approach and our services, along with you and your needs, we decide if our firm is a good fit for a long term relationship.

Once it is decided that we will work together, we define the scope of our relationship and how to best proceed (exploring the relationship). Considering all of the quantitative and qualitative data previously gathered, we work together to create a financial plan (collaboration). This system works to allow for your current situation and proactively account for your future financial needs. We take the necessary action needed to carry out the agreed upon plan (implementation of plan). We have regular meetings and phone calls to help you maintain balance as you experience life's financial ups and downs. We continually monitor, discuss, and make adjustments to your investments as needed throughout your financial journey (maintenance).

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck