During our consultations, we want to get to know you on a personal level.  We will ask questions such as:

  • What are your goals and time horizon? 
  • What are your passions? 
  • What are your financial fears?

Once we acquire a deeper understanding of your wants and needs, we are better able to design and implement a customized roadmap that reflects your specific situation.


Periodic Review

The frequency of reviews and updates is driven by you and your specific circumstances.  Some of our clients want to have a meeting once per year, while others want a much greater level of contact.   

Our review meetings consist of an overview of your financial situation and position in life, what investments are working for you (and which ones are not), and a strategic outlook going forward based on current data.

"In a successful organization, no detail is too small to escape close attention." 

-Lou Holtz


illustration of shaking hands