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Investment Planning Process

Ideally, we want to work with clients who take their finances, their families, and their goals seriously. Our clients are teachers, engineers, doctors, police officers, nurses, attorneys, electricians, construction workers, and business owners who are from all walks of life.

Our investment planning process allows us to build an investment portfolio around your real-life goals, dreams, and needs. Have you ever felt like you’re spending too much time trying to pay attention to your investments and keep your finances straight? Do you feel confident in your financial big picture? Are you ready to align your financial life with your real life? Well, you’ve come to the right place.

Investment planning typically involves guesswork and cookie cutter investment solutions. It’s better than nothing, but it’s impersonal and vague. We use a process that goes beyond choosing an investment strategy and hoping for the best. Through our planning process, we allow you to explore your life goals, plan investments around real-life benchmarks that mean something to you, track your progress toward them, and resync or rethink your approach whenever necessary.

Client Centered

Life has a way of throwing curveballs whether it’s through new opportunities and/or unexpected events. If your life goals change with time or fluctuating market conditions threaten to throw your plan out of whack, we can help you determine if your plan needs adjusting. We have found most people appreciate a planning process that adjusts to and accommodates the twists and turns of life.

People hire us because we have the experience, knowledge, tools, and commitment to work diligently on their behalf and to guide them toward meeting their financial goals. If you’re ready to put a plan and process behind your portfolio, please reach out to us via email or phone.

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