Introduction & Discovery
Data Gathering
Your Financial Blueprint
Matching Investment Risk to Your Financial Blueprint
Your Financial House™ Implementation
Straightforward Fees
You should know what you’re paying your advisor and how we apply those fees to your investments. We’ll explain our fee structure so you have confidence that you’re receiving value from your advisor.
The problem with commissions? They have a way of interfering with sound recommendations. Instead, we are fee-based in order to be the very best steward of your financial future.
We don’t work on commissions. Instead, we earn our pay through insight and prudence, not churning sales. We stake our growth on your growth, on your performance year after year. So, our clients see us as their long-term partner.
You succeed—we succeed.
Remote Clients
The pandemic changed our day-to-day lives. Through the ups and downs of social distancing, our office expanded its capacity to offer remote meetings. As a result, a select group of our clients have informed us they would prefer to meet remotely as an option while we hopefully move into a post-pandemic world.
Experience the difference to have the choice to meet with our advisors remotely from the comfort and safety of your home or office. We follow the same process we do in person and you are still the focus of every meeting.
In-Home Visits
We make house calls.
Even though times have changed, we’re still like the old doctors who years ago treated the majority of their patients at their home instead of the hospital. For many of our clients, mobility and accessibility can be an obstacle. Furthermore, the pandemic has changed the way a select group of our clients want to stay safe and healthy from the comfort of their own home.
Experience the difference to have the option for our advisors to meet with you at your home. We follow the same process we do in person and you are still the focus of every meeting.
