How We Work

Every client has their own story, and that is why everyone’s experience working with us will be different. We believe that a cookie-cutter process does not give individuals and their outlooks the respect they deserve. 

Clients that are interested in financial planning and wealth management both begin with a similar starting step, but we branch out during the process to accommodate their unique needs. We begin after you complete initial discovery with Asset-Map, and further that with discussions to identify your needs, values, goals, and outlook. . From there, we will establish a plan that is tailored to your best interests, including your tolerances and specific goals.  We will monitor the plan and meet regularly to discuss adjustments over time, should they be needed.

Life transition clients begin their services with a conversation and intake forms. We understand that this is a new stage in your life that is filled with unknowns and new challenges. We work to help you gain clarity on the steps ahead of you and to remind you that you are not alone when facing what is in front of you. Your future is a new opportunity for you and we want you to be in the best position to flourish.