You Deserve to Know What You Can Expect
When Working With Us For the First Time
We’re happy to have you give us a call, chat with our team and figure out if we’re the best fit for your unique needs. If you decide we may not be right for you, we’ll provide recommendations on where you may want to go next.
We’re simply interested in learning more about you and gaining an understanding of how we can help. No sales pitches, no hard sells, just our honest advice.
To Discover If We’re Right For You, Start By
First,
Scheduling a time to talk.
Simply give us a call to arrange your complimentary consultation.
Next,
Come into Our Office & Meet Our Team.
There are few things more personal than talking about your finances. If you’re able, stop by and chat with us face-to-face for about 60 minutes. This can help us get to know you better, and you have a chance to feel more comfortable with our team.
At Your Convenience,
Make Your Decision.
Now’s the time to decide whether or not we’re the right partner for achieving your financial goals. Take all the time you need, and reach out to us with any questions you have as we strive to help make your decision easier. We’re committed to creating a transparent, confident relationship from the start.
Then,
Gather and Plan.
The beauty of working with an advisor like us is having someone else to take care of getting and keeping your financial life organized. We’ll ask that you gather what relevant documents you can find (tax returns, income statements, loans, etc.) and bring it to our office. Based on your current financial standings and long-term goals, we’ll get to work developing a financial plan and investment strategies tailored toward your needs.
Finally,
We'll Implement & Monitor.
When you’re confident with the solutions and strategies suggested, we’ll set your plan into motion. From here, our team is within reach anytime. If things are changing rapidly with your wealth, come in and have a seat. We’ll be here for as long as you need us to help you keep your finances moving forward in the right direction.