Portfolio Management
We provide fee-only portfolio management services based on your needs and risk tolerance. We begin by analyzing your current portfolio for fees, asset classes, and level of risk. Then, we create a portfolio for you that will help you meet your financial planning goals.
Holistic Financial Planning
True financial planning is a complex process. We analyze major areas of your financial life and provide a personalized and comprehesive financial plan for your needs.
Our goal is to increase your personal financial clarity and improve your satisfaction with life. Our approach works best with people who are willing to learn, grow and take action.
Our Process
We provide you with a standardized financial planning process that makes it easier for you to plan your prosperity!
Meet: Establish and Define Relationship
The first meeting allows us to establish our relationship, develop trust and build expectations together. The information you provide per our New Client Checklist and Risk Management Survey establish our baseline.
Gather: Gather Client Data, Goals
We provide you with tools to help you organize your financial data and provide us with both copies of original financial documents along with a description of your goals
Assess: Analyze and Evaluate Data
We conduct a detailed analysis of the information you provide. We look at both the quantitative data, your financial "numbers", and the qualitative data, your goals and concerns.
Plan: Develop Comprehensive Plan
We prepare a draft plan of issues and recommendations that we discuss and modify as needed. The plan is concise and customized to your specific situation.
Implement: Carry out Plan
We help put the neccessary pieces in place or assist you in doing your own implementation.
Monitor: Watch & Revisit
The financial planning doument is revisited through quarterly meetings, making it a living document that reflects your current situation.