Broker Check

The Planning Process For All of Life's Milestones

Interview

We discover your:

  • Money Personality
  • Goals
  • Current Financial Status

You assess our:

  • Experience
  • Professionalism
  • Fees

We will formalize our relationship with a Client Engagement Agreement.


Select Investments

We take into consideration:

  • Goals
  • Risk Tolerance
  • Money Personality
  • Time Frame
  • Status of Stock Market
  • Current Economy
  • Tax Ramifications

We will move urgently and accurately to implement our agreed upon strategies and tactics.


Monitor & Update

We will automatically*

  • Review Investment Returns
  • Add Investments
  • Remove Investments
  • Replace Investments

As a discretionary advisor, we will automatically update your accounts, as needed and within your risk tolerance, in order to help you pursue your stated financial goals.

*Under advisory accounts only


We Strive to Prevent & Solve Problems

Our firm will proactively:

  • Prevent problems
  • Solve problems quickly as they arise
  • Answer your questions
  • Return your call promptly
  • Update you on material events that impact your accounts
  • Work as a team toward reaching your financial goals

When a problem occurs, let’s both work together diligently to solve it quickly and satisfactorily