Broker Check

Building A Plan

Initial Conversation

Your time is valuable, and we want to respect it. A quick 15 minute conversation will help us determine if we are the right fit for you and your financial goals.

Our 1st Meeting

During this meeting, our goal is to understand your current financial position, while at the same time, clarifying your financial goals. You may be asked to bring in statements and additional information to help guide our analysis. After this meeting, our team will get to work building a plan that is tailored to your needs. 

Our 2nd Meeting

In our 2nd meeting, we will address your financial goals, and discuss a plan to accomplish them.  We will also walk through any additional findings; Can you afford to retire? Are there any threats to your retirement? What tax strategies should you be aware of? Once you and your advisor agree on a plan, we will begin the implementation and put the wheels in motion. 

Implementation and Check Ups

Now that your plan is in place, we will meet every 3 to 6 months to review your progress and to make changes as needed. We know that life has a way of changing the best laid plans, and we will be there to help guide you as circumstances change. 

Services We Offer

  • Comprehensive portfolio management
  • Periodic reviews
  • Financial planning
  • Investment strategies
  • Ongoing investment monitoring
  • Insurance solutions
  • Cash-flow and tax planning
  • Coordination with other professionals
  • Wealth management
  • Income distribution
  • Estate planning
  • Retirement planning