Introductory Meeting
- What is Important to You
- About Us
- Redefining Investment Advice
- Fee Transparency
New Client Meeting
- Your Financial Needs and Goals
- Redefining Investment Advice (pt. 2)
- Account Opening and Transfers
Implementation Meeting
- Delivery of Financial Plan
- Investment Execution
- Financial Strategies
Ongoing Service and Advice
- Behavioral Coaching
- Financial Planning
- Goals Based Advice
- Coordination of your Trusted Advisors (CPA, Estate Attorney)
Improving outcomes through Independent, Objective, and Unbiased Advice
Redefining Investment Advice
Traditional Investment Advice based on timing investment markets, hoping to find the next great stock, or chasing last years’ winner is broken, expensive and destructive. We believe there is a better way.
A Simple, Evidence Based Approach
- A unique combination of Education, Guidance, and Planning
- No Chasing hot stocks or funds; no market timing
- Disciplined investment and financial planning principles that work
Competence
Financial Planning
Investment Selection & Monitoring
Asset Allocation & Rebalancing
Risk Management
Retirement Income Strategies
Tax/Estate Considerations
Specialized Expertise
Coaching
Education
Saving & Spending
Adherence to Plan & Goals
Set Realistic Expectations
Emotion, Bias, and Stress
Objective Feedback
Trusted or Advice
Life/Business Transitions
Continuity
Both Spouses Involved
Engage Children in Process
Family Values
Multigenerational Planning
Your Legacy
Philanthropy & Giving
Convenience
Save Valuable Time
Personalized Service
Coordinate Trusted Advisors
Reporting
Vendor Selection & Monitoring
Integrated Technology
