Approach & Focus

Our Process

Our practice is founded on providing clients with comprehensive services to meet their distinct needs. We listen to our clients and then build an integrated set of solutions that are tailored to each individual, family, or institution.

The first step in any new relationship with a client is an “Are We a Fit?” conversation. During this discussion, we talk casually, outlining what we do and the need someone might have. Because the best decisions are made after contemplation, we close the meeting, conversing again after a few days to ensure both parties want to continue to explore a long-term relationship.

1. Listen

Creating clarity of objectives is a necessity in our client relationships

2. Design

Our process requires an investment of our client's time and openness to express their financial fears, goals, and desires

3. Implement

Our flexible implementation approach allows clients to "dial in" areas of interest and "dial out" in other areas.


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