Financial Planning, to us, is about laying all of your cards on the table to determine the best route to bringing goals to life. We find too often that people who want financial planning simply wind up buying financial products from salesmen who call themselves planners. Through detailed and interactive planning processes, we will prove our value and earn your trust in our methodology through a fun, educational, and rewarding process that the whole family can enjoy.
Our primary goal is to provide value to your life through dedicated service, focus, and organization. We are compensated for the time and resources required to comprehensively address your unique situation. We are completely open and up-front about our competitive fees and expenses, and discussing them is part of our process.
We follow a fiduciary process to Organize, Formalize, Implement, and Monitor our recommendations to ensure we are doing what is right for you.
You are not just a number in our organization. We look forward to growing our relationship through natural interactions – not just forms and surveys. We believe a strong advisor-client relationship is similar to a friendship, based on mutual communication, interaction, trials, successes, and many laughs and memories in between.
While we are experts at understanding your goals and your financial world, we understand that we cannot be experts at everything. Thus, we have partnered with industry professionals who specialize in specific matters of financial management to ensure you are getting the advice and expertise you deserve.
We utilize many technology tools to help you organize your financial world, manage budgets, aggregate accounts into one place, prioritize goals, forecast financial strategies, measure your risk, and consider adjustments to the strategies you employ as your world changes so that you may make educated decisions.