Our Process

First things first, we need to take some time to learn a little more about each other. While we feel we can provide value to almost anyone, it is important to understand where you are in your financial journey and what you are looking for in an advisor. We have a wide range of relationships with our clients dependent on your needs:

 

Brokerage Relationship

This is a great fit for those that have a need for just one or a couple of our products and services. They are not looking for a comprehensive financial plan, just help in a specific area, for example, choice of suitable investment options. While we still provide ongoing service, some may consider this relationship more transactional.

Fee-Based Relationship

Those in this category are looking for an independent financial plan. Some seek this service when they need to reset from a major life transition, such as a change in marital or employment status. Others may like how their current investments are structured, but they would like help on the planning side.

Advisory Relationship

This is for the person who prefers a comprehensive plan along with ongoing investment management. While addressing each component of a sound financial plan, we tailor our guidance to your specific goals. This plan is great for families looking for a long-term partner on their financial journey.

 

This consultation comes at no cost. It is simply a chance to get to know one another and see how we can get you closer to your definition of financial independence.

Should we decide to proceed, we will take a deeper dive into your current financial situation and our work begins. With our independence, we can look at limitless solutions. Once we have some ideas to share, we will get back together and work with you to find the optimal path forward.