During your first visit, we want to get to know you. We want to know your goals, your aspirations and your dreams for your family. We want to establish and share expectations of what we do as a firm and share our core values--values central to the way we work with our clients and how we service them. This initial time together should give us a good grasp of how we, as a firm, can help you pursue your financial goals and work towards your financial vision. With mutual agreement, we will move forward as a team in becoming your new financial advisor.


During this phase, we will look at every aspect of your financial life. Our analysis assesses Strengths, Weaknesses, Opportunities and Threats (S.W.O.T.). From your cash flow and management, estate plan, accumulation of assets, portfolios, investment strategies, preservation planning and all of your insurances, we will figure out your strengths, weaknesses and opportunities in each area. Upon completion of our analysis, we will provide you with personalized feedback and recommendations to help you pursue your goals.


Using our recommendations as a starting point, we want to give you options for how you can pursue your goal(s) and give you a realistic probability of managing it. As a part of this process, we pose three questions we believe are vital in any investment: how much, why, and how will this affect you and the cost to your family? You will be able to implement your plan through us through different products and services, or you have the option to take your plan and implement it at another firm.


We aim to meet with our clients on a quarterly basis and review their goals, objectives and investments to make sure that they are still on track. As part of each meeting, we will give you financial education in order to strive to increase your financial IQ. Managing your financial IQ is just as important as us talking about a new strategy or how we can get your son or daughter to save money. We are going to help you. We monitor your goals and objectives through our technology, and we are always available via one-on-one phone calls, teleconference or video conference.