When you first come into the office, we begin with an intake to get a status of your current financial situation. Additionally, we find out about your needs and goals. Think of this as a doctor’s appointment but for your money. Just as we are not experts in your field, you do not have to be an expert in finances.
On the second visit, recommendations are made to your particular situation. It is during this process that additional information may be sought to zero-in on a solution to your problem. This is how we come up with a financial plan that will meet your needs. The best part of the whole process is that we will continuously help you by tweaking the financial plan to make sure that it keeps up with your needs.
We pride ourselves on making the complicated, understandable.
And should you for any reason wish to close your account at any time, we offer no-cost account closing, meaning you won’t be penalized for simply changing your mind. We want what's best for our clients and that includes respecting your decision to do what you feel is best for your needs.
We may not have all the answers, but we may have the one that you need right now.