F

Familiarity 

We want to understand you, your goals, values and priorities. What is important to you and what you need from your financial advisor.

A

Analyze and Assess 

Once we understand you we spend time looking closely at where you are now - how you’re invested, what you’re paying, what your returns and risk have been and provide insights into where we may see opportunity for improvement.

M

Manage and Monitor 

Should you choose to work with us, we will oversee your strategy, your plan and monitor, change and adjust course as needed. We will help educate you on your investments and keep you informed on your progress.

I

Insurance 

Included in our comprehensive financial life planning are careful reviews of all your life, long-term care, disability and health insurance. We’ll help you stay on top of what policies are about to lapse, which need updating or adjusting and make sure you can rest knowing you’re covered appropriately.

L

Legacy 

We will work with you and your trusted legal counsel to ensure plans for your family, charities, those people and things you care most about are in place and reflect your current wishes.

Y

You 

You are the reason we are passionate about our clients and their families, friends and why we continue to grow. We want to meet face-to-face regularly with you to be sure that your plans are indeed up to date and reflect your priorities.