How we work with you

When you work with us, you’ll find that our goals-based approach helps define how you want to live and give. It’s an opportunity to bring clarity to where you are today, while building confidence for where you want to go tomorrow. Our experienced financial advisors, intuitive tools and personalized process help manage your lifestyle, philanthropic, investment and protection needs.  

Getting started  

Our first step is to set up a complimentary consultation so we can get to know each other. This will help us better understand your unique expectations, concerns, goals and priorities in a way that reflects your values and aspirations.  

As our client, you’ll experience first-hand the intention and care we put into relationships as we: 

• Gather information to better understand you and your unique goals. 
• Identify how we can best work together. 
• Customize strategies and solutions to help you make your dreams a reality. 
• Connect through regular reviews to assess your progress and adapt financial plans as needed. 

Building your financial plan 

Once we’ve had our initial meeting, we’ll work together to develop a financial plan that’s in line with your values and life’s pursuits.  

No matter what your financial situation is, we are here to assist you in feeling comfortable and confident as you manage your money. With God’s guidance, we’ll explain your options in transparent, objective language and encourage you to ask questions throughout the process. We specialize in the following areas:  

• Dedicated Planning Services 
• Retirement income distribution planning 
• Charitable giving solutions 
• Tax-efficiency planning 
• Estate planning 
• Business planning 
• Widow and divorcee financial planning 

Refining and optimizing  

You won’t be alone on your financial journey. We’ll be there to help you make adjustments as your life changes, and we’ll check in on a regular basis to see how you're doing. And of course, we encourage you to reach out any time.