Our Process, Our Promise

Focusing on your unique personal plans and what money means to you. We ask questions, listen and learn about your values, goals, relationships and more.

We deliver a preliminary plan for your investments at the beginning, before we charge a fee.

At this meeting, we confirm our mutual commitment to working together to help you achieve all that is most important to you.

We organize your account paperwork, make sure the online login information is how you like it. We also deliver a family financial album.

We hold regular progress review meetings as often as you would like. We share the advice of our expert network team members with you. We implement different aspects of the advanced financial plan. 

We are fiduciaries. In other words, we pledge to put your interests first. Outside of your immediate family, no one has a greater interest in your family’s success than our team. If there is a conflict of interest, we’ll tell you what it is. We use clear language and explain your options without sales pressure, allowing you to feel confident in your financial plans.

Having a knowledgeable, fiduciary guide and friend makes all the difference. Our process gives you an advantage as you age, your life changes, and the world around us changes. 

As we say in Our Values, our work is the mark we leave on the world. Financial planning is important and good and delivers peace of mind not just for our clients, but their families, friends and community.