Communication is the foundation of all relationships and the advisor/client relationship is no exception. Our listening session with new prospective clients provide you with the opportunity to share with us your history, values, goals and pain points. We want to know your money story, the people and causes that mean the most to you, and what you see yourself doing five, ten, fifteen years form now. Our no-fee discovery consultations give you the opportunity to determine whether our culture is a good fit for your goals and values.
Our clients benefit from consistent communication from us throughout the year. We pride ourselves on educating you about short term volatility and long-term investment opportunities. Our planning process and asset allocation decisions are uniquely tailored to your goals and values. Our dynamic planning approach keeps up with things that may change in your life and we help our clients identify new obstacles or opportunities and guide them toward effective decisions.
We share many resources with clients monthly and quarterly. We write financial planning articles on a monthly basis and often share others' articles we come across on Facebook, Twitter and LinkedIn. Our monthly and quarterly emails provide insight and education on current and relevant planning topics that can help you plan for your future.
Ongoing Review and Annual/Semi-Annual Meetings
Personal Investor Education
Goals Based Planning and Focused Adjustment
Consistent Multi-Channel Communication
Dedication to Long-Term Relationships
Collaboration with Other Professional Advisors