Our Process

Education

We will explore what specific knowledge you will need to succeed in your situation. We accomplish this by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Organization

We will help bring order to your financial life by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc. and also the “micro” level of household budgeting).

Accountability

We will help you follow through on financial commitments by working with you to prioritize your goals. We will show you the steps to take, and regularly review your progress towards accomplishing them.

Objectivity

We bring unique, practical insights to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments of decision-making, and doing the research necessary to ensure you have all the information.

Proactivity

We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing your progression, and creating the action plan necessary to address and manage change ahead of time.

Partnership

We attempt to help you achieve the best life possible and will work with you to make this possible. We will take the time to clearly understand your background, philosophy, needs and objectives, working collaboratively with you and on your behalf. We will offer transparency around our own costs and compensation.