What to Expect


We Will Collect Data and Determine Your Financial Goals

  • Obtain information through meetings and questionnaires
  • Determine your financial goals, needs, wants
  • Assess your risk tolerance and time horizon
  • Collect documents for account opening

Evaluate your Financial Status

  • Based on the information collected we will evaluate your financial status including net worth, debt, standard of living, and cash flow
  • Create a personalized financial plan
  • Discuss estate planning
  • Review tax planning strategies

Implement our Recommendations

  • Review our recommendations with you
  • Implement the recommendations with timelines, as agreed upon

Monitor and Review 

  • Set up quarterly, bi-annual, or annual reviews based on your preference
  • Review recommendations
  • Review performance
  • Update life events
  • Educate 
  • Economic and investment product update

All of our services are completed with our concierge service commitment to you.  Our clients come first and we want you to be able to engage us with any concerns or issues you have.  We are committed to providing you with superior service and making a difference in your financial success.