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How It Works

Financial Strategies Tailored to You

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A Plan Is More Than a Portfolio



Making better decisions, financial or otherwise, begins with creating context and clarity around the goals you have for yourself, your business, and your loved ones. In order to develop an understanding of your needs, you need a plan to stay focused and remain on track to make change happen.


Our Comprehensive
Planning Process

Step 1:

Getting to
Know You

We’ll begin our first meeting by discussing what’s important to you, your concerns , why we’re meeting, and what you want to accomplish. We are here to learn about you and help clarify your vision for the road ahead.

Step 2:

Developing
a Plan

Once we’ve gathered data and information about your financial circumstances, we’ll present our ideas and offer suggestions of what our relationship might  look like moving forward. We’ll take a closer look at your ideal financial plan, the phases involved, and whether or not we’re a good fit.

Step 3:

Getting to Work

Once we have discussed the details of your plan and the implementation process, , we’ll get to work. Change happens when you take action, and we’re eager to provide ongoing guidance and advice.

Important Questions You May Have


Where will my money be held?

Accounts are custodied at some of the largest institutional firms like TD Institutional, Schwab Institutional or National Financial Services (NFS).


How do I get account statements and online access?

Through your custodian (TD, Schwab, NFS, etc.). These firms provide monthly statements, tax documents (1099s) and online account access.


How are you compensated?

As a percentage of investment assets we manage for you. Fees depend on account size and the scope of the work. In special situations, we can create customized consulting agreements.


How often will I see/talk to you?

Early in our relationship, we will set a general baseline for how often you’d like to meet, whether it’s in person, on the phone, or through video conference. That said, most clients find that an annual “all hands on deck” in-person review, combined with regular email and phone contact throughout the year, works well.


What makes you different from other financial firms?

We take a holistic approach to your entire financial picture and work closely with your other professionals (CPAs, estate attorneys, etc) to put all of the pieces together.

Furthermore, we want you to call us when you have any financial decisions to make, whether you’re thinking of buying a new house, selling your business, saving for college, wondering what to do about aging parents, etc. If it’s keeping you up at night, we want to assist in solving that problem by helping you research your options or by bringing in an outside specialist we trust.


I don’t live near you. Can we still work together?

Of course. We serve clients all over the United States.

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Ready to Get Started?


No matter what you’re hoping to accomplish, the first step is a conversation. Whether you still have questions or are ready to make lasting financial freedom a priority, we look forward to hearing from you

Scheduling a Call