Once you’re in front of us, we are all ears. This entire approach starts with hearing all about your background and your dreams. As your story unfolds, we’ll work together—identifying issues that typically include investments, retirement planning, estate planning, risk management, budgeting, and tax.
Don’t have a lot to say or don’t know where to start? That’s okay, too. A few questions and a cup of coffee usually do the trick.
After grasping where you’re at, we’ll put our heads together and come up with a comprehensive plan that, over time, addresses each issue. You’ll walk out of that first meeting with a schedule in hand of when we’ll see each other again and a weight lifted off your shoulders.
It’s easy for things to get jumbled up after meetings like these. That’s why, immediately following each meeting, an update will enter your inbox, explaining exactly what we talked about and what comes next.
Oh, and don’t worry. While everyone loves a good spreadsheet, we’re a bit more advanced than that. We use the latest in financial planning and asset aggregation software. All assets managed for clients are held at Charles Schwab & Co. Inc. Institutional, one of the leading custodians in the country.