Do you have a financial plan in place?

We understand that all of our clients are in different stages of their life. As advisors acting in a fiduciarily capacity, we never use a "one-size fits all" approach when constructing our client's portfolios. We make sure to get to know your specific financial situation and choose investments that are fit for your plan.

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Get to know you

Get to know you

Our business is built on a foundation of thoughtful client relationships. Our first priority is to schedule a discovery meeting with you. This helps us understand your investment and life goals and is the basis for the financial plan we help to put in place. 

Choose your investments

Choose your investments

We use a wide variety of investment options to make sure we can fit the needs of your financial plan. Our investment portfolios mostly consist of stocks, bonds and ETFs which help us to properly diversify and limit risk. We hold regular investment policy meetings to ensure we are confident with the companies in our portfolio.

Implement and review

Implement and review

Once the proper investments are chosen for you, we move onto the implementation and review stage. Here we start to put your money to work and schedule quarterly meetings with you to review the portfolio and give updates on it. We want to ensure that we are always "in the know" about your ever-changing life as it helps us to better do our job. 

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