Through our holistic planning process, we will develop a truly comprehensive, written financial plan with recommendations for each of your stated objectives.
We will spend as much time as is needed educating you on your options, breaking down complex financial concepts into clear, understandable English, and we won’t proceed until you’re comfortable and confident with your decisions.
We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is accomplished in a timely manner.
We will coordinate your legal and tax work among your various advisors or refer you to attorneys and CPAs.
Our entire team of strategic partners will continually study financial markets and tax legislation in order for us to provide you with the most substantive and current information available.
We will meet with you at least annually to adapt your plan to any life, business, or financial changes that have occurred.
“We will listen to you and ask questions until we fully understand what is important to you and what you wish to accomplish.”