Our Approach hero image

Our Approach

It’s About the Journey

We believe that sound financial planning is an ongoing process – not a one-time solution. Our philosophy is to build a shared vision of what success looks like to you.  We then work to truly understand what you want & need from your resources to be happy & content.

From there we help to build wealth & reduce risk by employing disciplined financial strategies backed by evidence and rigorous academic research. By partnering to pick and choose the best fitting strategies for your situation, we’re able to organize and optimize your wealth.

Get Started Creating Value
And Long-Term Wealth

Organize Icon

Organize

Get your financial life in order and gain a shared understanding of what success looks like to you.

Optimize Icon

Optimize

Assess strengths & vulnerabilities, and develop a strategy to reach your long term objectives.

Execute Icon

Execute

Consistently make smart decisions and avoid pitfalls along your personal path to success.

Missille Icon Small

Enjoy

Consistently make smart decisions and avoid pitfalls along your personal path to success.

WHAT YOU GET

Full Service Financial Planning

We help our clients optimize their wealth by reviewing & advising on the gamut of financial topics.
If there’s a dollar sign in front of it, it’s something we’ll probably want to take a look at it.
This comprehensive focus helps ensure that no opportunities to build wealth or reduce risk go overlooked. 

 

Financial Planning

We're in the business of helping people reach the best financial destination for them.  We do this by employing a consistent process to help understand your goals, values, and aspirations.  After review and analysis we provide observations and recommendations to arrange the puzzle pieces in a manner best suited for you and your family.

Experience Security Through
The Advanced Planning Process

We build a custom process around an understanding of your financial life today, exploring your
immediate & longer-term objectives, and developing an action plan to achieve them.

Meeting Icon
STEP 1
Introductory Meeting

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.

Schedule introductory call

Analysis Icon
STEP 2
Our Analysis

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.

Schedule introductory call

Plan Icon
STEP 3
Plan Presentation

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.

Schedule introductory call

Decision Icon
STEP 4
Decision Time

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.

Schedule introductory call

Enjoy Icon
STEP 5
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.

Schedule introductory call

Let's Strategize

We believe successful and worthwhile achievements start with a plan.
Schedule an introductory call today to get started on yours.

Schedule a free introductory call

Not Quite Ready? Stay In Touch.

Subscribe to our newsletter to receive financial planning articles & updates to help you organize and optimize your finances.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.