Individual Services

Simply put, we are here today to help you and your family plan for the future. And our number one priority is making sure you feel comfortable with your financial plan.

As part of the financial planning process, we take as much time as necessary to ensure that you are fully involved, from beginning to end. It’s a strategy we have successfully used to keep many of our clients for more than a decade.

In order to establish that kind of lifelong relationship, we need to start at the beginning. And that’s where our one-hour complimentary consultation comes in. We will take the time to understand your complete financial picture, including your current financial situation, family circumstances, unique needs and aspirations.

We won’t surprise you with hidden fees and we will keep everything we discuss confidential so that we can begin the most important part of planning – trust. We will explain any fees that would be incurred if you decide to move forward. And we will provide you with a consultation services checklist and fee description at the end of our initial meeting. From there, we will develop an ongoing schedule, including quarterly meetings and yearly reviews.

We welcome the opportunity to assist you throughout your planning process. In fact, we consider our ongoing involvement to be one of the most valuable services we provide. We believe idea generation and follow up are integral to the process. And you have our commitment that we will be the driving factor for turning good investment ideas into action.