How We Work Together

What We Do

If long-term financial security is important to you and your family, we use a diversified approach and a disciplined process, including managing risk and reviewing your financial picture to evaluate your progress.

  • Introduction and discovery meeting
    Frank conversations without judgment. It is critical to understand your financial picture.
    Prioritize your goals and determine your risk tolerance.
  • Retirement checkup and analysis of the financial picture
    Summary of assets. Review your budget and cash flow and debt load.
  • Solutions meeting
    Options for implementation and your Investment Policy Statement (IPS)
  • Evaluate and review your progress 2-4 times per year. 
    Once per year, the review meeting is required.

Contact Us