Each client has a few path options to reach their financial goals. No two situations are exactly alike so I draw upon decades of experience,  in conjunction with specialists, to create each path. 


Mutual fit

Are we a fit to work and grow together to meet your goals?

Assess

We assess your risk tolerance, goals and interests. What is your risk number?  Do your portfolios match?

Prepare

We prepare an analysis of your current financial situation and well being.

 

Present

We present you with your personal Financial Compass and go over the next steps with you. 

Implement

Together, we implement the plan we agree upon.  We create an onboarding and strategy review schedule.

Navigate

Navigating the map is an ongoing conversation. Life happens, maps and strategies are meant to be malleable.

Grow

Our clients (you) grow into the process and grow with us as we evolve as partners in your financial journey.


Let's get started

1. Assess your risk number 

2. Call or email for an appointment

Click here to see the types of services we can provide you, using this technique.