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Our Process 

Why work with Us?

Experience, expertise, a fiduciary standard, and our process.

We have a team of highly trained and experienced financial professionals that will help you reach your goals. When we do financial planning or provide investment advice, we act as "fiduciaries". That means we are required to put your needs above our own, and make recommendations based on solid knowledge of your situation, your risk, values, and your time horizons.

Our process begins with an initial consultation at no charge to your. This is a fact-finding session that allows us to explore your situation and your goals to see if there is a good fit for a planning relationship. If we mutually decide to work together, all fees are discussed and agreed upon in advance, along with the scope of our engagement. 

Then, we will analyze and design solutions to help you reach your goals efficiently, and present them to you in a written plan. We can help you to implement your plan with whatever products and services are needed, if you decide to engage us. And, we will set up a schedule to monitor your plan at least annually, to be sure as things change, you will stay focused on achievement of your goals.

Your financial plan is a dynamic game-plan that grows and changes to fit the opportunities and challenges of all the seasons of your life. 

*Asset allocation does not guarantee a profit or protect against loss in a declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.