Clarify. Inspire. Execute.

This is our process! We answer your questions, help you define your vision, create a plan and put it all into motion.

Clarify

What do you have? (Not really sure what I even have, if it is doing what I need it to do, or how it helps me accomplish financial freedom.)

Changes in your future? (New job opportunity, moving across town or across the country, paying off debt, getting married or recently separated, having children…. How does all this affect my financial situation today and down the road?)

Tax consequences? (Should I be focusing my resources on my IRA or Roth or 403b or 401k or Student Debt or Home Loan?)

How much do you need? (Not sure if I am saving enough money, how much money do I need in order to retire anyway, or how many years (or days or hours) it will take me to get there.)

Will it last??? (How do I coordinate my pension, social security, and my investments most effectively so I have long-term financial stability?)

What will be your legacy? (I would love to be able to pass resources down to my kids, spend time volunteering for a cause I am passionate about, or help fund organizations that have blessed me and my family… but how do I do all that without hamstringing my own financial security?

Inspire

After working together to clarify your situation and opportunities. It is time to discuss the practical ways of getting from point A to B. This is a crucial point in the process as it gives you the insight into the HOW we are going to accomplish your goals.

For many individuals this is very exciting as we present strategies and solutions that allow you to have control over your future and not just cross your fingers and hope the S&P 500 goes up for the next 25 years without a hitch.

Execute

We make it happen! After the plan is designed, explained, and everyone is on board it is time to get to work. We handle all of the moving parts and get everything into place according to your plan. But the process for us doesn’t end there… constant monitoring, reviewing, and analysis go into creating ongoing balance and efficiency for your portfolio and comfort and confidence for you.

We value a lifelong relationship with our clients and our goal is to help you accomplish your goals!