​1. Let's Talk

The first step is a no-obligation conversation so that we can get to know you and understand your needs. We value long-term, collaborative relationships, so it’s important to make sure that your goals and expectations align with our strategies.

2. Let's Get Together

If we agree that working together would be beneficial, the next step would be to inventory your assets and identify your goals, then devise a strategy. We’ll review our available fee-structures and help you decide which level of service best fits your needs.

3. Let's Do This

We will help implement the strategies that will help you on your way to your goals. From reviewing your employer-sponsored investment options to filling out rollover paperwork, we can help facilitate the administrative hurdles to getting stuff done. We are licensed to offer investment management, advisory services, and insurance products which allows us to serve a variety of needs.

4. Let's Check In

To ensure your investments stay aligned with your goals, let’s check in periodically. Some clients are happy to check in annually, others more often.  We can set up a schedule that works for you. We ask that you keep us updated on any changes in their career, families, living situation, health, etc. so that we can adjust your plan accordingly.