We see ourselves as your financial partner. It is our responsibility to keep a steady hand and remain disciplined through all market cycles. Our approach inspires the confidence you need to reach your goals, with built-in peace of mind so you worry less along the way.
In order to effectively advise you on your financial decisions, we need complete information about your financial situation. The first step in the financial planning process is data collection. Please review the documents below.
- Client Brochure
- Prospective Client Questionnaire
- Prospective Client Document Checklist
- Budget Worksheet
It is important to emphasize that each client engagement involves a unique set of circumstances and problems. As a result, no two engagements are alike, and the scope of services provided will vary from client to client. This flexible approach means that computer-generated “boilerplate” planning is not part of our process. In addition, we are acutely aware of the need to control costs. By only focusing on those areas of concern for the client, unnecessary work and costs can be eliminated.