The Client Experience
We believe it’s the little things that happen between now and retirement that make working with a family firm like ours something special. Keeping clients up to date through regular communication, hosting informational workshops, client appreciation events and periodic reviews of your financial situation are just a few ways we enjoy making your experience with us a positive and impactful one.
Our Financial Planning Process Includes
Step 01
Initial Consultation
As you’re deciding whether or not we may be right for you, we’ll spend our first meeting getting well-acquainted with one another. During this time, we want you to get a better idea of how our firm operates, as we get a better idea of your unique goals and current financial situation. We’re really interested in spending this time getting to know you as much as you get to know us, as this can help us mutually decide if we’re a good fit for each other.
Step 02
Our Recommendations
Based on what we discussed during our initial consultation, our team will develop recommendations to present during our second meeting together. Whenever you’re ready to move forward in building a long-term financial partnership, we’ll implement the actionable strategies developed in your comprehensive financial plan.
Step 03
Ongoing Relationship
Throughout our relationship working together, we’ll continuously monitor your account as we frequently track and analyze the progress made toward your financial goals. Together we can reevaluate and adjust your plan as needed to maintain a realistic expectation of your financial future.
