Our Process
We create strategies that are tailored to your needs and goals. Our process starts with an in-depth conversation about what's important to you and what you want to achieve. We'll ask a lot of questions so that together, we don't overlook something important in the near or long term.
We'll explain exactly what we think and why we hold that opinion. Our intent is to give you the information you need to make a solid decision that's in your best interest. Sometimes, we encounter questions we don't know the answer to; if so, we'll tell you and then research the issue to get the information needed.
We'll map out some possible strategies, discuss the pros and cons of each, then make recommendations so you've got the information you need to make your decision. Once your decision is made, we'll monitor the progress so we can help you stay on course toward your goals and keep a weather eye out for changes or threats that could affect your progress.
Everything we do is rooted in a whole person/whole family context. What you do in one aspect of your life can affect other parts of your life. When we're considering a course of action, looking at how one strategy affects other parts of your life is an automatic part of our work for you.
Our History
Years of experience have prepared us to guide you through your life transitions. We've been advising clients since December 1997. In those 20+ years, we've seen a lot of events in people's lives; some good, some not so good.
What we've found is the good events that were planned for are sweeter because our clients viewed them as rewards for sticking to their plans. The bad times tended to be not devastating financially because we'd planned for that contingency. The emotional trauma still hurt badly, but it wasn't made worse by a lack of planning.
We'll be here for you, just like we've been here for our current clients. Whether the markets are up, down, or chaotic, or it's a family crisis or new opportunity, we've been here for our clients with sound advice and over two decades of experience to back it up. We'll be here for you tomorrow too!