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How We Work Together

Our Partnership: How We Work Together

We are passionate about earning your trust and building a long-term partnership with you and your family. Our intention is that through our partnership you gain clarity in your goals, comfort in your plan and confidence in your future. Our process is a two-step process.

Step One – Financial Plan

As your financial partner, we need to have a comprehensive understanding of your financial life, as well as your attitude toward risk and experience with money management before we can make sound recommendations. We gain this understanding through the process of creating your financial plan in tune with your unique circumstances, goals, values, risk tolerance and time frame. Your financial plan informs and guides everything we do on your behalf.

Step Two – Ongoing Partnership includes Investment Management and Oversight

As a result of our initial work together, we have a deep understanding of your financial situation and can outline a process for addressing/resolving the recommendations including an appropriate investment strategy in line with your financial plan. The ongoing and comprehensive service package we provide to you includes all our services and for that personalized service we charge a quarterly systematic fee which is based on the assets we manage on your behalf.

Our partnership services includes:

  • Goals review
  • Financial plan updates
  • Investment management
  • Tax planning
  • Insurance planning
  • Estate planning
  • Coordination with other professionals

We are committed to partnering with our clients to help them achieve their goals.

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