Our Clients

Prospective clients often reach out to us because they are undergoing a transition, and they need an advisor who can help them make the right decisions about their money at this time.

In addition, our clients tend to share certain characteristics. They want a trusted advisor for the long term—one who is dedicated to discovering and achieving what’s possible for them, thus helping them feel confident that they are on the right path to financial security.

 
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We believe that financial planning is not just about your money. It is about your life. We created our financial planning process, The Person is the Plan®, so we can understand and help you follow the path that is calling out to you.

When you work with us, our first conversations will focus on your vision for the future, not just your financials today. Then we will work through a series of modules to build your personalized financial plan. Once we lay the foundation, we will meet regularly with you to ensure you continue to make financial progress.

Your modules will include:

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Achieving Your Goals: We learn about your desires in life and create a comprehensive plan to help you reach those goals, encompassing financial needs such as retirement, income tax, and investment planning.

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Protecting Your Lifestyle: We address potential risk to your family and lifestyle, review coverage, and make recommendations where you fall short.

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Planning Your Legacy: We help you articulate the principles that have shaped your life and make sure you understand your wills, trusts, and other estate planning needs.

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Meeting Your Unique Needs: Since your needs are unique, we include college planning, executive benefits planning, and business planning as needed.

 

The Process

At the end of the day, we help people feel confident that they are going to be OK. We do that, in part, through a process that helps you understand your situation so that, together, we can streamline your wealth and reach your goals.

The cycle is a continuous one so that we always know your concerns and are always striving to reach your goals, even when those goals change.

 
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We start with identifying your financial challenges and financial goals.

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We design an easy-to-understand financial plan to reach your goals.

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We build an investment portfolio that fits your financial plan.

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We repeat the process.

Services

Expertise

  • Financial Planning
  • Investment Selection
  • Asset Allocation
  • Risk Management
  • Income Generation
  • Tax Considerations
  • Estate Planning

Counseling

  • Education
  • Management of Emotions and Stress
  • Avoidance of Costly Mistakes
  • Peace of Mind
  • Trusted Second Opinion

Convenience

  • Time Savings
  • Personalized Service
  • Investment Monitoring
  • Rebalancing
  • Consolidation

Legacy

  • Spouse Involvement
  • Multigenerational Planning
  • Preparing Your Children
  • Continuity of Advice

Take the First Step

Our goal is to help you sleep well at night, knowing you have clarity about your options and confidence in your financial direction. If you want to see how we can work with you to achieve this, send us your email and we’ll reach out. We’ll ask some quick questions to learn more about you and offer ways we can help.