Q. Who’s it for?
A. You want a partner who is there to help guide you in every aspect of your financial life. You may have recently lost a spouse, or went through a divorce, or are close to retirement. In any case, you want a strong advocate, supporter, and fiduciary that will deliver to you the highest level of financial expertise, in a kind, educational, and empathetic manner.
Comprehensive financial plan
At least two in-person meetings to start our relationship
Regular six-month review meeting
Investment Management Included
Personal Financial Website
Referrals to other professionals within our extensive network
Secure Cloud File Storage
Annual Meetings at your desired location
Meetings with your children as needed
Meetings with your other professional advisors as needed (CPA / Attorney / Insurance Advisors, etc.)