Holistic. When it comes to financial planning, we make sure and consider the entirety of your financial situation. For some of our clients, that means figuring out how much money it will cost to retire. For others, it may also include business succession planning, legacy gifting, estate planning, or a variety of other factors. Regardless of your situation, we believe it is our role to find simplicity amongst the complexities that go into planning for the future. Our goal is to help you execute your financial objectives, so you can spend your time focusing on the other parts of your life that are important.
Goals Driven. Proper financial planning requires identifying your goals so that we have a measurable target to strive for. We put our relationship with the client at the center of our business, so we take the time and proactively seek to understand what drives you and what you are hoping to accomplish in life. Once we understand your perspective, we use these goals as the blueprint to your financial plan. After we execute your financial plan, we continue to hold the plan and the investment strategy accountable to what you are trying to accomplish.
Customized Plan. Financial planning is not a specialty where a one-size-fits-all approach will work. There are a tremendous amount of moving parts and each person we work with prioritizes them differently. Therefore, we spend our first meeting just getting to know you, and don’t offer financial advice until that part of the process is done. Sometimes it takes multiple meetings for us to gain that understanding, but we will not rush the process for sake of getting your plan done.