Our Financial Planning Services
So, how does it all begin? Our planning engagements typically start with an introductory phone call, which leads to our initial meeting. We ask you to complete a brief questionnaire prior to this meeting so we can spend more time getting to know one another and less time data gathering. There is no cost or obligation for this initial consultation. With the pressure off, it is a time to learn about you and prioritize your personal objectives. This meeting generally takes about one hour.
The takeaway from that hour is an understanding of how we can help as well as an agenda to move forward with the planning process. At this time we will quote a planning fee for our services. As an independent, SEC Registered Investment Advisor, we are held to a fiduciary standard and always act in your best interest.
Comprehensive Financial Planning
Our fundamental job is to provide comprehensive financial advice to our clients. Comprehensive means that beyond providing the requisite asset management, retirement planning, and investment advice, we take a closer and more nuanced approach to financial planning by considering all of the components that impact a client’s financial situation as well as the ways that they interact.
Tax Planning & Preparation
Careful tax planning is a critical component of any financial plan. In addition to Certified Financial Planners (CFP®), our team includes tax preparation professionals who help our clients navigate the subtleties of tax planning and compliance. Our tax services are catered to a client’s needs and their existing tax preparation relationships.
Given the strong bond between investment management strategy and your financial plan, we offer investment management services as part of comprehensive financial planning and never as a stand-alone service.