Financial Planning

At the core of what we do as financial planners is help people. Nearly every facet of life has a financial component to consider. Because of that fact, it is our belief that everyone can benefit from completing and implementing a comprehensive financial plan.

We believe in building trust with our clients. Our process begins with a discovery meeting where we learn about your needs, wants, fears, and ambitions. We will help you identify the values you want to guide your financial decisions. Together, we will discuss and outline your goals and priorities to capture the vision you have of your financial future.

We believe advice is more important than products. Our job is to build a roadmap of creative strategies guided by your values to realize your vision. Our goal is to offer thoughtful, creative advice so you are presented solutions rather than being sold something. We want our clients to achieve their goals and reduce or remove the intimidating aspects of money management.

We believe in serving our client’s best interest. Our fee-based financial planning is designed for you to receive objective advice without the pressure of product sales. We want you to know what your financial services cost. Being compensated for our time and professionalism is mutually beneficial for us and our clients. The financial landscape is always changing, and products will come and go. Our value is not derived from products, but, rather, the strategies we build around your values and vision.

Highlights

• Every client needs a clear financial roadmap.
• Your values and vision will be our guide.
• Objective advice is more valuable than products.
• Total fee transparency builds trust and confidence.

Investors should be aware that investing based upon a strategy or strategies does not assure a profit or guarantee against loss.