Our first step as your potential financial advisor is to speak with you and establish how we might help you. We understand that emotions are involved when discussing money, whether the issue is inheriting, saving or spending it. For many, turning to a qualified, objective advisor diffuses the anxiety.
Our professional yet informal approach creates a comfortable atmosphere for discussing and reviewing what may be sensitive issues about your life and your future.
We look at your life and your finances. Every individual or couple has different needs, and it’s important that we understand yours. The process begins by focusing on your goals. What’s your time frame to accomplish these goals? If you are saving for retirement, when will this transition take place? Are you prepared for these changes? We help you grapple with issues you’ve wondered about – and will probably raise some that you haven’t thought of.
Once you identify your life goals, we define the steps that can help you achieve them, and help you position your financial activities accordingly. We present the alternatives available to you, answer your questions, and explain the potential ramifications of your alternatives. Your requirements may vary, depending upon your stage of life. As a result, you may need a financial plan or assistance that will change as you move through life.
2Initial meeting preparation
3Steps in the Financial Planning Process
Click the links below to electronically complete our questionnaire and expense worksheet.
Please send us your completed expense worksheets using the secure upload link provided via email.
PDF copies of both forms are available at the bottom of this page.
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Take the first step to articulating your future with our financial planning and investment services. When you’re ready, we can offer assistance transitioning to retirement.VIEW ALL SERVICES