Finances can be confusing — and often overwhelming. With so many choices, how do you know what’s best for you? Our investment philosophy is informed by our experience in financial risk management. We believe that investing in low-cost, well-diversified portfolios over time is an important part of achieving your goals.
Financial planning is an ongoing process, with you as the focus. Before we make any recommendations, we’ll get to know you in order to understand:
We don’t just deliver a plan and wish you luck. We’re with you every step of the way as your life changes — new jobs, raises, having children, market ups and downs, etc. As your situation evolves, so does your plan. Seeing your goals achieved and tackling new ones is why we love what we do.
We believe in developing relationships so we can really get to know each other. If you have a question or concern, send us an email or call. There’s no 800 number and no hold music.
You’ll always work with a CERTIFIED FINANCIAL PLANNER™ professional who acts as a fiduciary. That means that we do what’s in your best interest, always. In order to achieve that, we’ll have a clear and honest conversation about what you want to achieve in order to understand where you are now and where you’d like to be.
A budget is more than a list of what you can’t do. With our analysis, we’ll help you understand how much money is coming in and where you’re spending it. This allows us to create a budget that works for you, that you can stick to and that helps you achieve your goals.
How do you pick your investments? Are you getting an appropriate return for the risk you’re taking? Are you paying too much in interest? We’ll develop a savings and investment plan that’s right for your goals, how much risk you’re willing to take and how long you plan to invest. Then we’ll analyze any debt you have, including credit cards, mortgage and student loans to create a strategy for you to pay it off.
You want to protect the people and things that matter to you. We’ll talk about your existing insurance coverage, identify gaps and help you effectively allocate your premium dollars.
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