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Our Process

Creating a Plan

Personalized approach to creating a plan. By sitting down with our clients face to face, we are able to get to know them and begin to understand what's important to them. By understanding one's personal financial situation and their goals, we are able to create tailored solutions that are specific to them.

Risk Discussion

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Because no, one situation is likely the same, we will continually have a risk discussion in order to fully understand our clients' risk comfort zone.

Clear Explanation of Fees and Commissions

It is our goal to clearly explain any fees or commissions associated with our practice. We know exactly what we are paying for a gallon of gasoline before we fill up, or what we're going to pay for food, before we order. Why should it be any different when it comes to financial services? We aim so that there is no stone left unturned whether it's before, during or after making a financial decision.

Systematically Review and Update

It is important that we are able to systematically review and update. Whether we are working towards a short term goal like paying down debt, or a long term goal like saving for retirement, it's important that we stay on track and make updates when needed. It may be a quarterly call, or an annual review appointment. It's important that we continually review, revisit and update.