How We Work Together
What We Do
If long-term financial security is important to you and your family, we use a diversified approach and a disciplined process, including managing risk and reviewing your financial picture to evaluate your progress.
- Introduction and discovery meeting
Frank conversations without judgment. It is critical to understand your financial picture.
Prioritize your goals and determine your risk tolerance.
- Retirement checkup and analysis of the financial picture
Summary of assets. Review your budget and cash flow and debt load.
- Solutions meeting
Options for implementation and your Investment Policy Statement (IPS)
- Evaluate and review your progress 2-4 times per year.
Once per year, the review meeting is required.