3 Simple Steps
Step 1: Tell Us Your Story
Let’s get to know each other – the first meeting is on us.
- What do you want to accomplish?
- What keeps you up at night?
- What are your interests and how do you want to spend your time?
- Will you retire when you want to?
- Do you enjoy making investment decisions on your own?
- Has debt kept you from living life to its fullest?
Step 2: Receive Your Customized Financial Plan
This phase only begins after you’ve decided we are the best fit for you. A sound investment strategy begins with a clear understanding of what you want to accomplish – and in what timeframe.
- Receive a custom financial plan to guide future investment decisions.
- Get specific recommendations on how to reach goals effectively.
- If one of your goals is to retire at age 60, we will show you how to reach it.
Step 3: Implement Your Plan & Monitor Your Success.
Once we’ve agreed on your plan, it’s time to take action and move forward on your path to financial independence.
- Have us implement action plans, investment decisions, and/or tax strategies.
- Your 24/7 accessible plan includes your goals, resources, and our recommendations.
- Track your progress and results. We’ll help you in every way possible.
- As life changes, so should your plan. At regular meetings, have us review, assess, and explain planning for both today and the future.
- Peace of mind in knowing your best interest is our first concern
- Confidence in your ability to make sound financial decisions
- Ongoing collaborative help from your personal finance advisor
- 24/7 access to your total financial picture
Our Team is Comprised of CPA’s & CFP®’s – Why Is that Important?
Your financial planning and taxes are intimately related. Seeing the whole picture allows you to unlock new opportunities and identify hidden risk. Be confident that all aspects of your investments, savings, and taxes are considered together. This approach produces superior returns.
Our team of Certified Public Accountants (CPAs) and Certified Financial Planners™ (CFP®s) implement comprehensive strategies to get you the results you expect. Our professionals work non-stop to make sure your portfolio is fully optimized. We love what we do, and your success is our passion.