Personal Relationships

Imagine meeting an advisor who wants to get to know you. Wants to hear your stories; what matters to you; what you value; your hopes, your dreams. The advisor asks you to describe the life you want to live and about the people in your life and the time you want to spend with them. 

Boutique Settings

At this meeting, you receive a comprehensive life centered financial plan that lays out a clear path to the life you want to live, one that reflects your hopes and dreams. You connect the information you shared (during the discovery meeting and in the documents that you provided after) to the steps on your path. You value the range of perspectives provided by the professional advisors who collaborated on your plan. You look forward to seeing how we’ll use your plan to support you in our next meeting and how we’ll use it in the future to help you to live the life you want.

Accessibility

You enjoy the peace of mind you gain from having a team committed to making it a little easier for you to live the life you want. At this meeting, you will review the steps we’ve taken and see the progress made on your plan. We also answer any questions you may have to help you feel financially secure and sustain your peace of mind.

Fee Only

We schedule 3 progress meetings during the year.

• February - April: Annual review/plan update.
• May - July: Risk management/estate planning.
• August - November: Tax planning.

These meetings provide us an opportunity to maintain the documentation supporting your plan and to update your plan with new information. These meetings provide you an opportunity to see the progress you are making on your plan. Some clients use the meeting as an opportunity to explore new ideas.