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Charting Your Course
Toward Financial Freedom

Our mission, which has never changed, has been to serve our clients with integrity and to offer outstanding personal service. Here’s how we do it:

Initial Meeting

Whether you’ve given us a call or scheduled a time to talk, we’re excited to learn more about your specific needs. During this initial conversation, we’ll answer any questions you may have about our firm, and we’ll take our time getting to learn more about your current financial situation and future goals.

Client Profile

If we mutually decide there’s a good fit, we will assemble a client profile, describing your personal situation, assets and financial goals. We may also request supporting documents like prior plans or account statements. This allows us to better understand your current outlook and most pressing concerns and informs our construction of a financial plan tailored for you.


To formally launch our working together, we’ll cross the t’s and dot the i’s on your customized plan as well as our investment advisory agreement and custodial account arrangements.

Ongoing Communication

What happens next is up to you! We’re here to address whatever financial concerns arise - tax planning, portfolio readjustments, college planning and more. We’ll meet periodically either in person or over the phone to keep aligned regarding your portfolio and explore any updates or concerns you may have.