What wealth management means to us

At our initial meeting, we conduct a discovery interview. We examine your current situation, your values, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.  This is an in depth consultation that helps us identify where you’re at, where you want to go, and identify any gaps that may exist. We have a small number of clients and don’t decide to work with anyone until after having three in depth exploratory meetings. This relieves the pressure and helps us to focus on what is most important—you.

We are ready to make a mutual decision about whether our firm can add substantial value. Should we choose to work together, we commit to each other to work toward achieving everything that is important to you and your family.

These meetings provide us an opportunity to review any major changes in your personal or financial situation, and review your overall progress toward your long-term financial goals. We’ll also begin the implementation of advanced planning.