Listening

A plan is of no value unless it is based upon an understanding of your unique circumstances.

That’s why we begin simply by getting to know you.

It starts with a conversation. A conversation in which we take the time to understand the things that influence your decisions regarding money, assess your feelings regarding risk, identify and prioritize your financial goals, and evaluate the current state of your finances. During this part of the process, we will make you fully aware of our capabilities and services, as well as your responsibilities as the most important person in your financial planning process.