At the outset of a client relationship, our process helps you identify, clarify, and prioritize goals. This is an ongoing process. Achieving your goals is a lifetime effort and organizing your financial affairs is a continuing project.
We work with you to outline a Roadmap which guides our discussions. Goals, investments, taxes, risks, and legacy issues are only a few of the topics included. Periodically, we review the Roadmap to determine future topics needed for an organized financial plan. We use SWOT Analysis (Strengths, Weaknesses, Opportunities, and Threats) to choose topics for your individual Roadmap.
Each client receives individualized service and attention. As an Independent Planning and Investment firm, we are not obligated nor encouraged to use any particular investment solutions. At all times, we try to recommend solutions suitable to you, our client.
Please feel free to call with any questions you may have!