Services - The Process

We enjoy working with positive, motivated individuals whom strive to better their communities, families and the world. We help our clients participate in the actions necessary to reach their financial goals while finding their balance. As part of your initial consultation, we will discuss your needs, goals and expectations to determine if our philosophies align.

Our engagement begins with a conversation. In the first meeting, we will gather essential information so that we may partner with you in prioritizing your needs and goals while appreciating what is important to you. From there, we develop recommendations specific to your needs and meet regularly to monitor our progress and pivot through life’s transitions. My priority is to prepare you for the certainty of uncertainty and do it within your own personal value framework. I help you align your decisions with your goals and your goals with your values, and I do that in a way that prepares you for the certainty of uncertainty. Through this preparation, active balance can be achieved.

Traditional financial services are those that most people expect to be provided by a financial planner: asset allocation, several types of analysis, reporting and the investments themselves. The other side of financial services is behavioral and emotional. Traditional principles assume that an investor will make rational decisions without bias. A big part of my value is helping my clients make rational decisions in the presence of competing and challenging emotions. Following is a wide range of the services we may employ in executing your plan: