While our name and branding has changed, we are still a holistic, boutique financial planning and wealth management firm that is dedicated to serving all your financial needs.
What to Expect When Working With Us
• We start with a meeting to get to know each other and learn about your vision, concerns, aspirations, and fears. We listen, we talk about your family, friends, and the people and issues that matter to you.
• We will ask you to gather a lot of information. But don’t worry – we’ll help any way we can. We’ll take this information away to review and analyze everything, and begin to formulate a plan.
• We get back to together with you to review what we’ve heard, read, researched, and analyzed. We will use this time to make sure we’re all on the same page regarding your current financial situation and your future goals.
• We’ll set a regular cadence of meetings, live or via Zoom to review all of the recommendations based on your information and your goals. Not every situation is the same, so we are sure to prioritize the most important topics first.
• We will continue to meet and touch base through the implementation process, and then begin our regular schedule of review meetings as frequently as needed. We also know that priorities can change over time, so we’re always here to listen and change course if needed.