Our financial planning is designed to help you and your family reach your goals, sooner.
Your business doesn't need to be a fortune 500 company to get the benefits of a CFO.
Grow your investments knowing your money is handled correctly from the start.
– Warren Buffet
We specialize in being an advisor to business owners and people with complex financial positions. We become part of your team and work with your other professionals like your accountant, attorney, insurance agent, management team, etc. We assist you in being a facilitator for financial decisions and ask the questions you might not otherwise think to ask.
Unlike typical financial advisors that sell insurance or investments, we provide creative strategies covering your whole financial picture. We believe that in order to truly provide unbiased advice, our firm’s compensation shouldn’t be dependent to our clients buying a financial product like insurance or investments. This adds transparency and allows us to completely work in our clients’ best interest. To us, this is the true definition of being a fiduciary.
However, insurance and investments are still important pieces of financial planning, so we have developed the best method to provide these as tools in our toolbox. We avoid commission motivated sales tactics and subscribe to a fiduciary standard, which means keeping your best interest above all else.
Is to profitably change lives for the better by teaching and implementing responsible and honest money management.
Honesty/Transparency – we believe you should be educated on what is happening with your money and how it is being handled. Questions need to be answered straight and addressed head-on for you to be confident in the work we do for you.
Client-view focus – we seek to provide a superior client experience in working with our firm and have designed our processes to continuously strive to achieve this value every call, every meeting, every day.
Depth of due diligence – before making any recommendations we perform our own due diligence to ensure that solution is the best for your situation. We take it a step further than most by interviewing the companies we work with as if we personally were enacting on the recommendation we are about to give.
Discuss goals, concerns, and current financial situation details. Introduction to our philosophy and process.
Dynamic Q&A to further identify areas of focus and prioritize objectives. Discuss potential strategies. Client completes "Documents Checklist."
We send a planning proposal with outlined objectives, expected services, and total planning fee.
We construct objectives, timeline and collect outstanding informations. We research solutions and organize a plan through a series of quarterly meetings.
Discuss options and custom recommendations designed to help you meet your goals. Work with you and your other professionals to implement designated action items.
Meet throughout the year to review goal progress and update the plan based on changing financial, family or tax situations.
Meet the Team