Money is one of the greatest causes of stress, anxiety and fear. We help you discover financial peace and freedom in your life! Here is how we do it:
Connect
We are currently taking new clients. We want to get to know you and we do this with a free consultation. Our initial conversation is a time of discovery. We ask a lot of questions to get to know you personally and your current financial picture. We want to build significant relationships with our clients. Once we've got an understanding of where you're at and would like to go, we'll discuss our goals-based approach and set up a meeting for the planning phase.
Plan
The planning phase is where we become Financial Architects. Based on our discovery meeting with you, we'll design a plan tailored to your specific goals & desires. We value each client as unique and are confident in the plans we create.
Do
It's time to execute the plan! We'll get your accounts opened and start our partnership together. We'll get you set up with your personal financial website and establish our frequency for review and methods of communication. This will also be a time where we'll connect with your other trusted Advisers like a CPA or Estate Attorney. Now that your plan is coming alive, you can begin enjoying some Financial Peace!
“To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.”http://brokercheck.finra.org
