To understand if our services, philosophy and personality are a good fit for your needs, personality and objectives. Are we a good FIT for you and you for us?
We offer an hour–no cost, no obligation discussion to better understand your needs, goals and concerns and you have an opportunity to learn about our philosophy and get to know us. After, we can determine together if there are reasons we should pursue a working relationship together or NOT. We realize we aren’t a “fit” for everyone and that is okay.
Clarity & Design
To work with you to design and visualize your ideal future, to identify the core values important for you to live by, to identify possible future life transitions you need to consider, to identify your concerns to address and the goals you wish to realize.
We spend time with you discussing both financial and life matters, to help design a blueprint for your financial life plan. We believe coming up with a strategic plan while understanding both qualitative and quantitative issues help to produce recommendations and strategies congruent with the things and people important in the lives of our clients.
Enactment & Ongoing Planning
Predicated upon our mutually agreed upon strategic plan created in the 2nd step of our process, we then work with you to prioritize and implement action items and “course correct” planning as life evolves.
Your blueprint ultimately serves as a “living” document that we use as a guide for progress, protocols and expectations and is updated periodically as situations warrant and change. We begin working from priorities involving your most pertinent issues first. Our job is to be a catalyst to ultimately help get things done and to be a resource to support your unique pace of engagement, planning and need for implementation. We believe in progress; not necessarily perfection and are careful to not overwhelm those we serve.