Most of our clients come to us while trying to navigate certain phases in their life, whether that be marriage, retirement, a career change or another life event. We work best with clients who want to collaborate with our team to develop a proactive and comprehensive financial plan to help grow, maintain and ultimately transfer your wealth.
We have developed a framework for making an educated and informed decision about working together towards achieving your financial goals. There is no charge for this process as we want you to see exactly how we can improve your financial plan before you agree to paying us a penny or trusting us with your nest egg. To be honest, we also want to ensure you are a good fit for our firm before we agree to work together, possibly for the rest of your life.
Getting to know one another.
Gaining clarity on your goals.
Where the magic happens.
When the proverbial rubber meets the road.
Take time to consider our approach.
Prepare to hit the ground running.
It’s early in your career, you are building a family and you are beginning to identify goals for the future. Whether it’s paying off your education or planning for your children’s education, investing surplus cash flow or finding new ways to leverage your wealth, you need a planner who understands your goals and can educate you about the benefits of putting a long-term financial plan to work for you.
You are thinking ahead to retirement and are ready to plan for what you need to do to make it happen, while making the transition as seamless as possible. Maybe you are feeling uneasy about a parent’s health needs, concerned with your own long-term health care costs or overwhelmed by the idea of supporting your lifestyle with savings alone. You need an advisor that can understand your unique path to retirement, address your concerns and help you make informed financial decisions to help you achieve the comfortable retirement you envision.
You’ve recently been faced with a major life event and you are feeling some anxiety or uncertainty about the future. Perhaps you’re dealing with challenges such as a divorce, a critical health diagnosis or the death of a family member and you are concerned about your financial security. Maybe you are considering changing careers or have received an inheritance and you are wondering about the opportunities and trade-offs along your potential paths. The guidance of an experienced financial team can help you through life’s major financial shifts by equipping you to become more informed and empowered to make sound choices.