Three Steps To Start You On Your Journey
Listening Session
We want you to feel confident in your decision to partner with us, so the first time you meet with our team will be at a listening session, something we call our “FIT Meeting.” During this time, our goal is to learn about your needs, expectations and what is important to you. In turn, we will share about our practice and approach to ensure we can deliver what you need. No decisions will be made during the FIT Meeting, because we believe the best decisions are made in an unhurried manner. This process gives both of us time to determine if it is a Fit before proceeding with confidence and clarity to the next steps.
Personalized Planning
Once both of us decide there is a good Fit, we begin creating your personalized plan. By considering your entire financial situation we can organize and implement a plan specific to your needs. As a fiduciary, we ensure that your needs are front and center as we deliver advice on the many options available to you.
Walking with You
Throughout our relationship, the goal is to help you make good financial decisions. We accomplish this by walking with you on your financial journey and acting as a sounding board when the inevitable twists, turns and bumps come along the road. No matter where your journey takes you, we will be by your side.