Standards Of Care
We believe integrity is everything, and strive to earn trust through strong character and values.
Our recommendations & services are based on rigorous & thoughtful analysis of your situation.
We operate as fiduciaries to all our clients 100% of the time.
We seek to communicate even the most complex strategies in an easy to understand way.
We say what we do and do what we say. Period.
Our service model is engineered to provide an understanding of your financial life today,
explore your immediate & longer-term objectives, and develop an action plan to achieve them.
Before committing a significant amount of our time or yours, this 30-minute call will give us a chance to make sure your situation matches our expertise. The call is complimentary and nothing will be offered for sale. We will use the time to get to know one another and determine whether it makes sense for us to create a free one-page financial plan.
We’ll ask for a few basic documents like your tax return and account statements. Along with your responses to our intake questions, we’ll then review and analyze everything while building a customized one-page financial plan.
We meet for 60-minutes to present your one-page financial plan and explain, very clearly, what you need to do to reach your financial objectives. These recommendations and high-level guidance will encapsulate your complete financial situation and provide direction toward building, growing, and preserving your wealth.
We get it — choosing the right financial partner is a big decision. With your one-page financial plan in hand you’ll decide whether to implement the plan yourself, hire another firm for help, or work with us. If you’re comfortable with our approach and believe we’ll provide more value than the fees you’ll pay, we’ll proceed to onboard you as a client. We believe a client and provider relationship should be natural and we don’t believe in hard sells.
Implement and Enjoy
Onboarding as a new client is easy. We’ll gather any additional information we might need, set up a profile for you in our financial planning system, and get to work implementing your plan together.
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