What We Do

OUR UNIQUE PROCESS

We begin with what matters at your hearts core and look beyond your immediate financial concerns to then define your life Vision.  Finding clarity around the life you long to live is the foundation for your Financial Life Plan. 

Using thought provoking questions, we will work with you to determine what steps need to be taking to achieve your true Vision.  If there is anything standing in the way, we will help you identify and address those things.  

With a clear life Vision, there will be many ways to achieve your goals – sometimes, more than you may imagine. We will present several scenarios showing you how you can achieve your most significant objectives, now and in the future.

This is where your Vision becomes your reality.  Following a path of your desired options, we work to implement a disciplined and responsible strategy, always ensuring that the elements of your program remain consistent with your life goals and Vision.

As time goes on, change happens.  We are here for you and are prepared to help with the unexpected.  We can adjust your program based on circumstances out of your control and we work with you to ensure that your path continually supports the life you want to live.

OUR PRIORITIES

Many of people we meet begin with one thing on their mind – investments.  You may be surprised to learn that, when you engage our services, investments are often the last thing we discuss.

Our first priority is establishing a relationship of mutual trust.  Through open and honest conversations, we will gain a clear picture of your goals and aspirations- for you, your family, and your community.

What is best for you is what matters most.  We are not obliged to push any singular financial solution. We have options and flexibility allowing us to implement the best possible ways to leverage your wealth so that it not only sustains you, but also elevates you.

AREAS OF FOCUS

Accumulation strategies
For those not yet retired who are intent on building their net worth, we create an innovative plan modeled on your risk tolerance, time frame and goals.  Whether through your retirement accounts or non-retirement accounts we focus on creating an appropriate plan to grow and sustain your immediate and future goals.

Distribution Strategies
For those retired or in the mode of taking assets from their accounts on a regular basis for living needs, we help create and implement a plan to withdrawal of assets over their lifetime that is easy to understand.  We help answer the questions: How do I withdraw my money?  Which assets and accounts do I draw from first?  When should I plan to withdraw money?  The distribution of assets in retirement necessitates a well-crafted plan that provides peace of mind.

Life changes
Death and divorce bring on sudden and unfamiliar changes.  In either situation, we provide creative solutions to your problems.  We can explain all aspects of the pending decision and help empower you to make educated decisions and provide you with a thorough knowledge and understanding of the often-complicated choices.