Guide our clients to enhance their financial well-being, so they can live in the moment and in the future.
To inspire and build confidence in people by providing meaningful, prudent, and personalized financial advice.
Our work is guided by our number one focus: our clients, serving their unique needs to the best of our abilities.
Our process
We’ve developed our unique financial planning process, Wealth Avenue, to accompany you through life’s financial journey. Just as your life evolves, so does the path to your financial plan, and we consistently fine-tune our approach to fulfill our commitment: guiding you to enhance your financial well-being, so you can live in the moment and in the future.
When working with our advisors, you can expect to:
ESTABLISH A RELATIONSHIP
Explore and solidify our teamwork, ensuring that we’re an ideal fit for each other.
GATHER REAL-TIME FINANCIAL DATA
To map your path forward, it’s crucial to understand your current financial position.
FORMALIZE & DEFINE YOUR FINANCIAL GOALS
Safeguarding your family, enhancing your investment portfolio, retirement planning, prudent retirement spending, and optimizing income tax and estate savings.
DISCUSS HOW INVESTMENT RISK IMPACTS POTENTIAL RETURNS
How would you describe your risk tolerance, comfortability with market volatility, and your expected investment returns?
ANALYZE & EVALUATE YOUR FINANCIAL STATUS
We often collaborate with specialists in different professions, including institutional money management, tax planning, and estate law, to provide you with holistic financial advice.
DEVELOP & PRESENT OUR RECOMMENDATIONS & ALTERNATIVES
We’ll assess your current position and trajectory towards your goals and provide specialized recommendations and advice to effectively bridge any gaps.
IMPLEMENT FINANCIAL PLANNING RECOMMENDATIONS
We leverage a diverse array of investment and insurance solutions and, when necessary, engage specialists like CPAs or estate planning attorneys to tailor our strategies to your specific needs.
REVIEW IMPLEMENTED RECOMMENDATIONS
We typically review implemented recommendations 60-90 days after the initial implementation and provide online access and real-time financial planning software for tracking your accounts.
ONGOING STRATEGY SESSIONS
To keep our advice current, we’ll have at least one formal strategy consultation annually. Additional meetings or phone calls may be scheduled as needed to address income tax planning, respond to significant life events, or pivot based on changes in the economic and market landscape.
CREATE A REAL RELATIONSHIP
Come join us at our client events! We firmly believe that building a strong professional relationship is enhanced by getting to know the members of our team personally.
We are here to address any questions you may have as you implement your plan.
