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PROCESS

Goal Assessment

We’ll sit down with you and create short, mid and long term goals. We’ll generate a step-by-step guide of simplified actions needed to achieve these goals.

Organize

We treat organization like a tool. You’ll have all of your information, documents and financial team members ready whenever you need them.

Events

We like to say “thank you” by providing an opportunity to get together with our clients in an informal, relaxing environment, while also offering our clients to attend presentations on timely topics and discuss issues of importance with your advisors and other clients in a group setting with our Informational Events.

Investment Management

Investment management consists of the day-to-day management of all your assets according to your goals, as spelled out in your Financial Plan.

Simplify

We coordinate your financial team. As we move forward in your process our advisors will serve as your main resource for all financial planning & investment management needs.

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Review Meetings

Each year we’ll review progress towards your financial goals and make any adjustments needed.

Risk Review

We monitor your finances for any potential threats and work to manage assets, review alternatives and evaluate cost/benefit analysis of implementing any changes.

Plan

Your financial plan is the detailed map that we’ll draw, and follow to achieve your goals.

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Communication

Our team approach ensures that you have access whenever you need it. All calls are returned the same business day, and we have evening office hours on select days.

Client Access