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Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

You Take Center Stage

 
People are bombarded by the media, bullied by sales people, and bewildered by all the knowledge needed to manage personal finances. We believe that people deserve to have a trusted financial advisor—independent, collaborative, and loyal.


We listen to you. We know how important it is for our understanding that you tell your story, explain your circumstance, and reveal your objectives.


Our 6-Step Discovery Process promotes the development of a framework for your financial plan. Goals and values are clarified. Risk tolerance is determined. We talk candidly with you about the intellectual and emotional factors that shape your decision-making.


We know that trust is earned. It takes time to develop an authentic partnership. Communication is essential. Our system of listening and learning is an intentional process that leads to and then supports a collaborative working relationship. The essential outcome is that your needs come into clear focus.


You are in control. We make recommendations, not decisions. You decide which recommendations to follow, and we assist with the implementation.


We build a face-to-face relationship. Online conveniences are wonderful but nothing beats an in-person conversation with a trusted friend

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