255 South Main,
Our process is simple, but broad to help each client through the maze of financial planning:
1. Identify and prioritize your goals2. Analyze and evaluate your existing strategy3. Prioritize and develop a plan of action4. Activate and implement your plan5. Monitor and adjust for your success
We’ll send you a document checklist that gives us a good start to a robust discussion. These documents will include a summary of any financial investments, legal documents like a will or trust, your last tax return, and any insurance policies you may have.
We meet with our clients biannually or whenever there is a life event we need to take into consideration.
We are the project manager in your financial life that coordinates all professionals including but not limited to legal, tax preparation, investments, and insurance to ensure that all elements of your financial life are coordinated.
We take very seriously our fiduciary duty to always act in the client’s best interest (vs. just trying to sell you a product). Our firm is built on a foundation of placing the client’s interest before any thoughts of our own compensation. We recommend investment strategies that help our clients accomplish their goals, then validate those recommendations with their other financial professionals to ensure a coordinated effort from all aspects of the client’s financial life.
For our clients, we serve as the single point of contact for all of their financial needs. This includes coordinating every aspect of their financial life. Each of our clients have a financial plan and an ongoing Financial Action Checklist detailing all actions needed to implement their financial plan. We then coordinate action items with accountants, attorneys and other financial professionals.
We provide printed quarterly statements and an online dashboard that gives you online access to your important documents and shows you how your assets are doing 24 hours a day.
For your convenience and safety, we use Fidelity, TD Ameritrade, Pershing, or Charles Schwab as the custodian for the majority of our accounts. Each custodian holds your funds and provides reporting to you and the IRS. Your accounts can be viewed anytime on the custodian's website, or through our online dashboard on our website.