Our Process

Our process is simple and straightforward.  It is not centered on specific financial products but rather on solutions.  Financial planning extends beyond investments and should include any factor that may impact your financial situation.  

As a firm, our focus is to understand your goals and develop a plan to reach them. We want to get to know you in order to help you make the best decisions possible. We will meet with you to present an analysis and discuss our recommendations. Together we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors which may change in your situation or the environment, it’s of the utmost importance for us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.