We partner with a limited number of clients to build a collaborative, yet flexible life picture. The first key to our client and advisor relationship is working with true “partners” as clients that communicate openly about their hopes and vision.
We collaborate with you to build a financial plan that you can see yourself living within. We believe a financial plan has little benefit if it doesn’t fit you, your needs and risk tolerance.
My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style. – Maya Angelou
Once we have a clear picture of where you see yourself on life’s road, we then build an investment strategy that is unique to you and your risk tolerance. Since your vision, timeline, tolerance for market ups and downs and ideals may not match your neighbors, we believe your investment plan should be unique to you. We aren’t reinventing the wheel, we just pay close attention that the wheel fits you.
By this time in the process, we have gotten to know each other fairly well. Yet life isn’t stagnant and as life changes so should your financial plan and investment strategy. We believe the relationships we form with clients are lifelong so as things change in your life, we are here as your “partner”.
