We offer all prospective clients a complimentary initial consultation. We use this meeting to:

  • Define clients' goals and objectives
  • Analyze their current financial situation
  • Determine if our styles would be a good fit.

This meeting is a chance for clients to:

  • Better understand better how we can add value to their financial life
  • Uncover issues they might have been overlooking
  • Understand the costs involved in our services
  • See if they would be comfortable working with us.

In all cases, both parties need to agree to establish a long-term working relationship, as we will be discussing very personal aspects of their life, their dreams, and their values.

If we choose to work together, the first step is for a client to complete our personal financial planning package and attach the appropriate documentation. We then begin the financial planning process by developing an Investment Policy Statement and ultimately designing an investment portfolio to help the client achieve their goals. Ongoing monitoring of the financial plan and investment portfolio involves meeting with clients at least once a year, or more often if necessary.

At the end of this initial process, we produce our written analysis, which includes a summary of recommendations. We work closely with the client to make sure all action items are implemented, usually within the two years. After that, we continue to monitor the client's investment life and make adjustments as necessary.

Who We Are

We are independent advisors who focus on providing objective advice surrounding your financial planning and asset management goals. We are entrepreneurs ourselves and work best with individuals and families that want to delegate the organization of their financial lives so they can spend more time with their families. More

What We Do

We combine the emotional with the technical aspects of a disciplined and comprehensive planning approach to help families keep the promises they make to themselves. Tax-efficiency matched with wealth preservation helps our clients achieve retirement, education and estate transfer goals while sleeping better at night. More

Why Choose Us

Three things make us different. First, we always act in our client’s best interests. Second, we focus on the freedom money gives, not just returns. And third, because of our affiliation with an accounting firm, we focus more on after-tax outcomes. More

Our Process

We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good fit. More