Our Approach

We are able to provide you with the best financial plan when there is documentation to support the facts.

We will look at a variety of information: Pay stubs, investment account, insurance information, mortgages and bank accounts, to name a few. We will then be able to provide you with an overview of where you stand, identifying your strengths and potential points of vulnerability.

(in writing) We rely on our experience to provide specific recommendations that offer a perspective on a wide variety of issues that encompass your financial life.

We believe that financial planning is an activity that requires ongoing monitoring with the ability to make changes as needed. Our dedication to financial planning insures that our clients’ needs remain in the forefront, whether it is our first meeting or our sixtieth.