Your Journey

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“The future belongs to those who believe in the beauty of the dreams.”  Eleanor Roosevelt

You will be heard.  We listen to your hopes, aspirations, concerns and challenges.  We are all on a journey of financial maturity. If you are ready to take the next step, we will walk alongside you.  Visualizing and clarifying your core purpose through our distinct process of discovery, you will benefit from knowing that we understand who you are and what is important to you and your family. Starting with our Financial Satisfaction and Life Transition Surveys – we will have a deeper understanding of your situation.

You will understand.  What is the best way to work with you?  You can work with us to design an individualized, comprehensive financial plan.  You can have your assets managed by our experienced professionals with over 100 years of combined experience in the financial services arena.  You can hire us to conduct family retreats or as a consultant.  If we are a good fit, you will have a clear picture of what we are going to be doing for you and what your time commitment and financial investment will be.  Our ADV Part II can be found here.

You will be involved.  As we design your financial life plan, we will work closely with you to refine the qualitative and quantitative aspects.  Recognizing that money is not an end in itself, but a means of helping you create and sustain what is important to you.  If we are managing your financial resources, you will have an Investment Policy Statement and/or a Withdrawal Policy Statement that will provide the framework for management and distribution. Our goal is to facilitate the ongoing improvement of financial satisfaction in your life and you are the captain of the team.

You will be empowered.  Education is an important part of walking alongside our clients.  Theodore Roosevelt said” Do the best you can, with what you have, where you are at.” You will understand what your options are, potential opportunities and consequences of decisions made.  Moving forward to create a healthy financial life comes one step at a time.  Take the first one with the anticipation of the next.  We want to see you maximize your return on life!

You will be accountable.  With an understanding of what is important to you and the tools you need to move forward, we will help you define time lines and action steps for implementation.  A financial plan is worthless unless it is acted upon. Like a rocket ship being launched to a distant destination, we need to make occasional course corrections to keep your trajectory on track.  We are part of your team, working together with other professionals to keep you at optimal life performance.