At our first meeting, we asked Dave and Debbie questions. We helped them clarify their goals and reviewed their current financial situation. They walked away with a clear, compelling vision of their financial future and much of their stress seemed to vanish.

They asked us to create a formal plan for them, which we did by analyzing their retirement accounts, pensions, estate plans, insurance, and taxes. We came up with a list of ideas to improve their situation.

Dave and Debbie were happy with their plan and asked us to help them implement it. Now we meet several times a year to make any adjustments needed and review their progress. They are looking forward to a wonderful retirement!

By far, the most common thing we hear from new clients is “I wish I would have done this sooner!”

It all starts with a conversation.

We use a values-based approach to help you better manage your money. It has three basic components :

A Values Based Conversation

We will ask you questions, help you clarify your goals and review your current financial situation. Whether or not we choose to work together, you will walk away with a clear and compelling shared vision of your financial future.

Plan Creation

When we create a plan, we will do a thorough examination of your investments, estate planning, taxes, insurance and more. We will look to see that things are working together and are in alignment with both your goals and your values. You will get a specific list of action items (things to improve).

Plan Implementation

We will assist you in implementing the action items agreed upon and keep you updated on a regular basis.

If you have any questions or concerns at any time, we are just a phone call away.

Wealth management can help you get to where you want to be by coordinating investments, retirement plans, insurance protection, tax strategies and more.