First Step

We know that everyone’s financial situation is different.
We know that it can be hard to figure out the path forward with an advisor.

We have two clearly defined paths, let’s clear the path to find which service is right for you:

Standalone Financial Planning

Many people come to us for standalone financial planning services. This may be right for you if you need a solid understanding and analysis of your current finances and a strategy for the future.

Financial Planning + Ongoing Investment Management

Many people need a professional to manage their investment assets on an ongoing basis. This starts with a plan. We believe financial planning and investment management go hand-in-hand and we will help assess the level of planning based on your needs.

To start each relationship, we head down this pathway...

1

Let’s connect

Tell us more about yourself by filling out a short questionnaire so we have some information about you.

2

Let’s assess

We begin by getting to know you and making sure we are a good fit. In our initial discussion, we will suggest the appropriate services to match your situation and provide a cost estimate if necessary.

3

Let’s get together

If we mutually decide to work together, we will gather necessary information to have a solid understanding of your current situation and future goals (planning or investment related). We will propose a financial pathway tailored to your specific needs.

4

Let’s work together

When you’ve had time to review the proposed financial pathway, we will have one or many meetings to discuss the information and solidify how we can help you. We will also discuss how this plan can be implemented for your financial success.