Working Together
How We Work Together
New to the neighborhood? Our team is delighted that you're here and we can't wait to show you around and get acquainted. Make yourself at home, as we guide you through the process of organizing your financial future.
- Meet
Let’s get to know one another! At this introductory meeting, we will learn more about your current financial situation, concerns, and goals. We will provide you with information about what documents to bring that will help us gain a better understanding of how we can best work together and which financial strategies we can use.
- Share
After we know more about you and your goals, we will get back together so we can talk through your customized financial plan and how we will work together, setting up our relationship for success for years to come. We dot all the i’s and cross all the t’s on any paperwork needed, such as new account applications and transfer forms.
- Organize
We simplify the process and paperwork needed to get organized and implement your plan. We’ll also set you up on our online portal to make sure you can access your account information and answer any questions you may have.
- Support
Our entire team is here for you should any needs arise. We will periodically get together to make sure your financial goals are on track and to discuss any changes to your goals and life that may impact your plan. We will make any necessary adjustments and prioritize advanced planning topic(s) that mean a lot to you. At every review meeting, we consider your progress toward your long-term goals.
Meet The Team!
Our business is built on a foundation of thoughtful relationships. Get to know our team, we look forward to working with you.