Individuals
We love working with people. In our relationships, we hope to work with others who share our appreciation of honesty and hard work. Most of our experience comes from working with business owners, physicians, attorneys, and others who spend most of their time serving other people.
During our first meeting, we will:
to know you by asking questions about your finances
Determine where we can and cannot help
Define your risk tolerance
Ensure that you have key documents like a will and life and disability insurance
Talk about setting your investment goal
In our follow-up meetings, we will:
Provide encouragement through the ups and downs
Maintain quick response times for all of your questions
Provide continued financial education for you and your loved ones
Talk through succession and inheritance
Make a plan to meet any new twists in the road