Determining a good fit between client and advisor is essential, which is why we offer complimentary initial consultation to prospective clients.
Ongoing Service & Relationship
After we have developed an analysis of your current situation, and together made a plan, our work is not finished. Offering ongoing unlimited support to our clients, we like to say we are at your beck and call. Regularly scheduled review meetings will be offered at a frequency you determine, but between meetings you should rely on us to help with connections to other professionals, ideas about aspects of your life that your financial plan touches, and anything else we can be of help with. Our goal is to provide you with ongoing personal service, regular check-ups, resources for continued growth and education, and answers to the financial questions and needs that arise as you move through life.
We are committed to you and to those you care about. Should a friend or family member of a client find themselves in a situation they could use financial advice on, we provide consultative appointments to review and provide direction to your friend or family member at no cost. If they are important to you, they are important to us.
A number of workshops, social events, and relationship enhancing opportunities are planned throughout the year. We hope you will enjoy participating in those you find appealing.