Our Process, Our Promise

We are fiduciaries. In other words, we pledge to put your interests first.

A Discovery Process

Conversation about MoneyFirst, we listen. Our 5-step process starts with a discovery meeting, not more than 80 minutes in length. We learn about your goals, values, relationships and your most important financial wants and needs. We devote time to understanding who you are and what is important to you and your family. Our clients often tell us we lead the best conversation about money they have had.

Advanced Financial Plan

Wealth Management Process WheelWe make sure we understand your goals, putting you in the driver’s seat.  For our second meeting, and still free of charge, we create an initial financial plan and offer recommendations based on your unique situation and values. We use financial tools to focus on what means the most for you.

This might include, for example:

We deliver value first, and ask for compensation later, because this is in alignment with our Values and Principles.

Our Process, Our Promise

We are fiduciaries. In other words, we pledge to put your interests first. We promise that 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.

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.

As illustrated in this chart, Quantifying the Value of Financial Planning Advice, our value exceeds the cost. You benefit from financial gain, risk reduction, enhanced well-being and behavioral coaching.

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

Our wealth management approach may be different from experiences you have had with other advisors. We devote time to a discovery process that helps us understand your values, goals, and relationships. We design an investment plan and recommendations based on your unique needs.

What We Believe

The right way to invest is to diversify by strategy, remain consistent, and maintain high conviction. We provide our clients access to:

100+ years of combined experience
Stock research lead by a PhD and former Dean of Finance,
with a US Patented process
Fixed income, asset allocation and economic research lead by a team of CFAs

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ESG Investments

Many investors want to “do well and do good” for the environment, for society, and invest in companies that share their beliefs.

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Life Planning

When planning a life, money is integral to almost everything. Our wealth managers have been here before with other folks like you. By talking with one of our experienced guides you can reduce your stress and increase your success.

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