WHAT MAKES US DIFFERENT?
Areas of Service
Thank you for taking the time to explore our website. We are here to simplify your life. Our process is unique in that it allows clients that ability to select the level of service they desire, making competent, objective financial advice accessible to anybody who wants it. We understand deciding to work with a financial advisor can be a big and sometimes intimidating commitment and not all people who are seeking assistance from a Financial Advisor have the same needs and goals, so we have three levels of service:
Intentional Financial Planning
Intentional Financial Planning is our proprietary process for clients looking to clarify, simplify, and organize their financial lives. They see value in working with an experienced advisor to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their goals. Intentional Financial Planning clients work with us on an ongoing basis to stay informed, access expertise, and make adjustments as changes occur.
Investments Only
Investment Only clients seek to simplify their lives by seeking a professional with knowledge and experience to develop, maintain, and align their investment strategy with their financial goals. Investment Only clients seek to responsibly manage their portfolios by outsourcing the research, analysis, selection and management of their accounts over time to a professional rather than spending the valuable time necessary to do these tasks effectively
Situational Clients
Situational Clients seek targeted solutions to specific goals or situations. Situational Clients work with us on a limited basis to provide guidance and advice on specific circumstances and goals. This is perfect for the client who may be just starting out, someone who has a specific problem to address, or maybe someone who just wants a second opinion.
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Planning For a Better Life
We are dedicated to providing personal service, education and guidance to our clients. Our goal is to build a lasting relationship with our clients based on a consistent client centered experience and independent guidance on a wide variety of financial products and services. Take a moment to search our video library to discover information on common financial planning topics.