Broker Check

Our Smart Approach to Advice

Personalized attention. Big firm resources. No bias.

Why is our approach so smart?

Why is our approach so smart?

  1. We take a traditional financial plan.
  2. We infuse it with your personal vision and values.
  3. We use technology to track progress and guide decision making.

Effective wealth management achieved through disciplined process and unending refinement.

Your financial plan should be a reflection of you.

It’s a crazy, complex world out there, and sometimes we get distracted. We understand it takes time, energy and stress to move financial accounts and long-term relationships. We offer a smart way for individuals and families to evaluate their current and future financial needs when compared to their objectives, values, and expectations.

Say Hello. A 20-minute intro call will give us both a good idea as to whether there is a basis for moving forward. If we aren’t the right fit for you, we will be glad to refer you to a better suited professional.

Meet and Gather. Like a good mechanic, it’s important to run diagnostics before making recommendations. This step is where we will get a clearer picture of your finances – what you have, where it is, and why you have it.

Assess Situation. Once your finances are loaded into our system, we will consider your goals, your resources, and our collective experience to answer three questions: Are you on track? Where are potential pitfalls? How can you be doing better?

Recommend Action. After assessing where you are, we will have another meeting to review the recommendations and get your feedback. We’ll provide an easy to understand summary, outlining exactly what you need to do to get on track and stay there.

Track Progress. We are looking for long-term relationships, not quick transactions. Depending on your plan, we have scheduled follow ups to track our progress, make changes accordingly, and continually reposition your finances to make the most of your resources.

Say Hello! We'll get right back to you.

Thank you!