A crucial component of our client-centered approach is our commitment to asking questions and taking the time to listen to the answers provided. We get to know our clients and understand what is truly important to them. Our goal is to help you achieve your goals.
We take our client meetings very seriously. Before we recommend any product or service, we ask questions to get a clear understanding of your circumstances and financial objectives. We then analyze your existing plans to see if they meet your current and future needs.
We prepare a recommendation, making suggestions to fill in the gaps or to help you reach your objectives more efficiently. We utilize some of the most powerful planning and research software in the industry to assist us in our plans. This provides the added confidence that a financial strategy is a blend of the client's dreams, goals, and technical research.
We then get together to review your financial strategy. At this time, we may find that there are additional questions, new concerns, or maybe the strategy is a perfect fit. It is important that this process be taken at a pace that you set and feel comfortable with. Implementing a financial strategy can take a few days—or years. At our firm, the client sets the pace.
Because your financial situation is bound to change, we work with you over time, through reviews, to monitor the performance of your strategy, and ensure that it is always focused on pursuing your goals.
We understand that experience, process, and knowledge are not the only components of a successful planning firm. It is vital that the client has a connection with his or her financial professional, and that the client feels comfortable discussing, reviewing, and implementing plans with the person they choose. To that end, we hold all initial meetings without fee or obligation in order to provide prospective clients an opportunity meet our team.