Products and services. Aligned with your priorities.
Our Process
Initial Conversation
If you would like to explore working with us, we will arrange a phone conversation to ensure your situation matches our expertise. If it does not, we will recommend other financial advisors to meet your needs.
First Meeting
The goal of our first meeting is to understand your goals, concerns, and current financial situation. This will involve discussion and collection of documents and other financial information we need to provide a complete analysis and recommendations to be presented at our next meeting.
Second Meeting
The purpose of this meeting is to present our analysis and recommendations to help you achieve your goals and address your concerns. At this point we will also ask if you would like to start working with our team as your financial advisors, or if you would like to take time to consider your choices.
Should you choose to work with our team at that meeting or after taking time to consider, we will explain the next steps and how our team helps you to complete the process of becoming clients.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
