Who We Work With
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Everybody is in a different stage in life, and no stage is more or less important than another. What’s important is that you have a financial plan, so you can work towards whatever is most important to YOU.
Young Professionals
Suit and tie, or work from home – you’re hustling from dusk til dawn. We want to make sure your hard-earned cash is working for you, too.
Growing Families
Your financial dreams don’t need to be on the back burner, even with all the expenses that come with caring for a family. From diapers to Dean’s List, we can talk about taking care of them today, and YOU when they finally move out.
Pre-Retirement
You’ve put in the hours, and the next chapter is near – but there are still so many decisions to make! Now’s the time to throw everything you’ve got into a successful retirement plan.
Retirement
You’ve worked, you’ve saved, you’ve reached the finish line – but that doesn’t mean you’re done! Let’s talk about how to enjoy what you’ve earned while also taking care of those you love.
Our process is simple:
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1 | Trust.
Like you, we value trust – it’s the foundation of any truly great relationship. That’s why we are intentional about getting to know you. Not just your circumstances or your investments, but who you are – your goals, your dreams, and your heart for your family or business. We want to grasp the WHY behind your goals before we move forward with a specific strategy. Assurance that your advisor not only understands your needs, but also values them, is a crucial part of making or re-making a financial plan.
2 | Guidance.
Once we’ve gotten to know you and your main objective, we’ll start asking some more detailed questions. We’ll look at any progress you’ve made towards the financial goals you’ve set, and work with you to create a course of action. Some may see this stage as overwhelming, but we pride ourselves on educating our clients on their options and ensuring that they have a clear perspective. We want to enhance your understanding and to point you in the right direction, so you can be confident in your financial decisions no matter what life may throw at you.
3 | Freedom.
Milestones are meant to be celebrated, and no accomplishment is too small to be acknowledged. During highs and lows, we are thrilled to be in your corner through it all. However, our job isn’t over when your financial goals are achieved. We believe that true financial freedom requires maintenance, and an ongoing partnership to ensure that you aren’t burdened by financial stress. Freedom isn’t just a destination, or a finish line after the hard work is done – it’s knowing that your resources are continuing to work efficiently every step of the way.