Our Mission
Our mission is to increase retirement readiness for our clients and subsequent generations as they embrace the responsibilities of success by creating, implementing and monitoring financial strategies consistent with their values.
Our Values
Our core values of honesty, integrity, and trust (H.I.T.) guide everything we do. We hold ourselves to the highest ethical standards and are committed to acting in our clients’ best interests. We believe that financial planning is not just about investments and numbers, but rather about helping our clients feel comfortable while achieving their financial goals.
We strive to make a positive impact on our community. We dedicate ourselves to assisting our community through mentoring, giving back, and financial education. We want you to have financial freedom to focus on your families, business, and life experiences. We are here to help you to leave a financial legacy.
We strive to make a positive impact on our community. We dedicate ourselves to assisting our community through mentoring, giving back, and financial education. We want you to have financial freedom to focus on your families, business, and life experiences. We are here to help you to leave a financial legacy.
What We Do
Our client centered focus is broken down into a three-step process.
Step One - Listen
Initially we will have a meeting with you to begin developing the foundation of our relationship and understand your current situation. We will also take care to address any questions or concerns you may have about working with us. Next, we will help you organize your finances so that you can see your financial picture more clearly and help you envision the goals that you want to reach in the future.
Step Two - Strategize and Implement
We will determine the appropriate next steps to ensure that you are ready to progress with developing your financial plan. We will then methodically develop and personalize strategies together at your comfort level and put you on a path to achieving your goals. After strategies are identified we will make specific asset and investment recommendations to bring those strategies to life. Once approved, we will work together to put them into action.
Step Three - Monitor
After the strategies are implemented, we will continuously monitor your progress through regular meetings to help you stay on track to reach your goals.
Step One - Listen
Initially we will have a meeting with you to begin developing the foundation of our relationship and understand your current situation. We will also take care to address any questions or concerns you may have about working with us. Next, we will help you organize your finances so that you can see your financial picture more clearly and help you envision the goals that you want to reach in the future.
Step Two - Strategize and Implement
We will determine the appropriate next steps to ensure that you are ready to progress with developing your financial plan. We will then methodically develop and personalize strategies together at your comfort level and put you on a path to achieving your goals. After strategies are identified we will make specific asset and investment recommendations to bring those strategies to life. Once approved, we will work together to put them into action.
Step Three - Monitor
After the strategies are implemented, we will continuously monitor your progress through regular meetings to help you stay on track to reach your goals.