Our Client

We have three main objectives in mind for our clients:

  • CLARITY - First, make sure we understand you, your values and what is important to you. Goals based planning for your future, and keep you on track to reach your goals.
  • COMPREHENSIVE and TRANSPARENT - Second, we want to help you understand the benefits of comprehensive financial advice, total costs, and disclose any conflicts of interest. We will then create a comprehensive, quality financial plan to help you meet your goals.
  • ACCOUNTABILITY -Third, we want to communicate to you on a timely basis to keep you on track. Our team will provide you with a "quality financial plan" giving you "more time" to allow you to focus on things that are more important to you than money.

We have three main outcomes in mind for our clients:

  • Align your financial choices with your most important goals and most deeply held values.
  • Get your entire financial house in perfect order and keep it that way for life
  • Have a 10 - level confidence that no matter what happens in the markets, the economy, or the world, you will achieve your goals.

Our Value Promise To Clients

What do we do for you?

Our team will provide you the "Lifestyle Plan" allowing you to focus on things that are more important to you than money.

  • CLARITY - Would it be valuable to get clarity around your values and goals for the future and put it on paper?
  • COMPLETE - Would it be valuable to get your complete financial life in order and keep it there for life?
  • ORGANIZED - Would it be important to have your total financial life summarized on One page?
  • TRANSPARENT - Would it be helpful for you to understand the total cost of investing and advice, the impact on your plan and how to make it more cost effective?
  • CONGRUENT - Is it important to have alignment with your values and your advisor’s values?
  • SHARE - Will you share your quality financial plan with family members?
  • QUALITY - What is the value of having a quality financial plan? Would it be valuable to have a true quality financial plan which is comprehensive, coordinated, best in class, a win-win relationship, interactive and a communication process?

Engagement Process

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