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Our Process

Rather than start with investment recommendations, we first get to know our clients on a deeper level to really understand their needs, goals, and aspirations. Only when we fully know their personal goals can we recommend how to get there 

Our process when working together includes the following steps:

Understanding You

Relationships are everything at our firm and we never make any financial recommendations until we fully understand you and your goals. Because we are independent advisors, we are able to look at your situation objectively and make recommendations that are in your best interest. 


Using a goal-based planning approach, we build customized strategies for life. We will work together to determine your risk tolerance, whether or not your portfolio aligns with these needs, and how to pursue your short and long-term goals. 


We diligently screen investments and have access to a full range of investments. Our different strategies help manage risk and volatility. Our ultimate goal is to help you sleep well at night knowing that your financial plan is in good hands. We’ve been through volatile markets and can help guide you through the ups and downs without making emotionally-charged decisions. 

Monitor & Adjust

We are always monitoring our clients’ plans and circle back as needed. Life changes and you need a financial plan that evolves as you do. 

Contact us today to get started.

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