It may sound a lot like wealth management, however it’s the starting point and centerpiece of our relationship.  Our relationship is not about numbers, it’s about you, your loved ones, your dreams, and your security.  We are humans as well, have the same desire for the well-being of ourselves and families, as well as fears.

This is the part where we get to know each other, specifically you, your family, interests, goals, past and plans for the future.  Your plan begins with you and your goals—what you want to do, how much that will likely cost, and any additional goals you may have for your money. 

What does this process look like?  Our first meeting is very simple as we ask two questions.  Can we help you?  Do you want our help?  If we cannot help you, we are pleased to introduce you to someone that can.

Next, we start the process to get perfectly clear on your goals, dreams and values.  Anticipate a lot of questions and request for documents.  Specifically, we are going to ask you hard questions.  Our expectation is that you ask us hard questions in return!

Lastly, it’s all us.  From the above information, we conduct our analysis, consider the options, and present the plan with recommendations.

The financial plan, based on your situation, may cover:
  • Cash flow analysis
  • Debt planning
  • Retirement planning
  • Divorce financial planning
  • College, elder care and special needs planning
  • Estate and gift planning
  • Individual and business tax planning
  • Insurance and risk management
  • Personal financial planning
  • Coordination with your other trusted advisors
  • On-going monitoring and updates