Our Process

Built on a foundation of uncompromising integrity and trust, we provide clear financial strategies to help you enjoy a fulfilling life. Our recommendations are based on the individual goals of each client. We deliver a stellar consulting service to help you identify and achieve your financial dreams.

Our consulting process is based on a series of 2 meetings:

THE INFORMATIONAL MEETING

At our initial meeting, we will conduct an interview to identify what goals are most important to you and what concerns you most about your financial situation.  We collect your important data, and allow you to ask questions about myself and our firm and how we might add value to you.

What to bring:

• Most recent tax return
• Current bank, mutual fund, brokerage, and retirement plan statements
• Current life insurance policies or statements
• Any wills or trusts
• Any other documents that you feel would help us understand your situation

THE RECOMMENDATIONS MEETING

At this meeting, we present your personal retirement and financial picture.  We may also present a list of recommendations pertaining to retirement planning, investments, possible tax savings, and other issues that were raised in the first meeting.

At this meeting, you may choose to engage us as your financial advisor, or you may review the information and make a determination at a later date. We may also schedule another meeting if necessary.

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