Putting your financial future in the hands of someone else involves an immense amount of collaboration and understanding. Before we begin talking about your assets, we want you to feel comfortable with our team. During this time, we’ll get to know each other and answer any questions you may have about our firm, beliefs or services.

As we begin discussing the in’s and out’s of your financial picture, we’ll assess your current retirement plan, investment strategy, insurance options and more. During this time, we’ll ask you to complete a risk tolerance questionnaire, which can help our firm better understand your unique needs.

Based on your goals, we’ll develop a comprehensive financial or retirement plan designed to encompass and integrate every aspect of your financial picture. Together we’ll go over our strategies, recommendations and advice to be sure you feel comfortable moving forward.

When you’re ready, we’ll move forward into an ongoing working relationship. As your financial circumstances evolve, we’ll realign your financial plan to accommodate these changes. We’ll meet regularly, whether virtually, over the phone or in person, to answer any questions and discuss ongoing financial matters.