With a mission to simplify your financial life, our process involves a variety of steps to help ensure you receive the care, attention and service you need to achieve your goals. Helping a wide range of individuals, we pride ourselves on eliminating emotional barriers to help you become a wiser and more effective financial decision-maker.
As with any important decision, we want to make sure our services align well with your unique needs and goals. Through our process, we’ll determine the optimal next steps for you to accomplish your financial objectives. During this time, we encourage you to express your concerns and ask any lingering questions so you remain well-informed of financial best practices.
This is where we will briefly chat about your financial situation to gain a better understanding of where you’re coming from. From your current resources to your future goals, we’ll touch on a variety of topics to determine whether or not we would make a good fit for one another.
Next, we’ll invite you to our office to further discuss your needs and goals, as well as our recommended services. We suggest bringing financial documents to this meeting to help expedite the discovery process. After we meet, both sides will have a clear vision of how the relationship will work moving forward.
After we have gathered this information, we’ll meet either in-person, over the phone or virtually to discuss your financial plan. Our recommendations will be based on your needs, goals and most pressing concerns. During this meeting, we’ll educate you on the rationale behind each action item.
Once your financial plan is in place, we’ll meet up and discuss our portfolio recommendations according to your needs, goals, risk tolerance and timeframe. After we have agreed on a strategy, we’ll start implementing both your financial plan and our investment approach so you begin to generate results.
Trust is the foundation of a successful financial advisor/client relationship. Knowing this, we are committed to earning your trust through open, direct and professional communication with all of our advisors and staff.
After creating your personalized strategy, we have access to thousands of third party investment options. We take time to fully explain these to you, along with our unbiased recommendations, to help you play an active and informed role in your plan. Through our eMoney Wealth Management platform, you have constant access to your investments and important documents.
We are committed to providing a client-centered experience based in education. Money does not have to be complicated. By teaching you about the financial market and our principled approach, you can feel confident in your ability to make sound decisions that will benefit you and your family in the long run.