Our clients come to us with needs as diverse as they are and lead busy lives.  Some have been investing for a while and some don't know where to start.  We even have a few clients that didn't think they were ready or needed a financial planner.  

Our process is centered on you.  First, we do a financial health assessment, identifying your financial strengths and potential opportunities.  Then we create a game plan that builds on your strengths and addresses your main concerns.  We identify what will motivate you to stick to the plan and keep you financially healthy.

With a plan in place, we can identify the level of ongoing coaching and advice you need and will explore a wide range of options to establish a long term working relationship that works for you.