How We Work

We pride ourselves in looking at the “big picture” as holistically as possible.
We want to get to the heart of what someone is looking to accomplish while doing
a thorough review of their current financial picture.

This process includes spending a lot of time really trying to understand the client's cash flow, budgeting, and taking a full inventory of all current insurance and investment statements as well as benefits through work. We then run comprehensive analysis on various scenarios such as retirement planning or estate planning as just a couple of examples and provide tailored recommendations. The flat fee depends on the scope of work and can be determined after an initial discovery meeting.

With other clients there may not be the need or desire to do a comprehensive fee-based financial plan. However, there may be certain products and services that would improve a client's situation which we can help set up, such as retirement or insurance plans.