FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Our Process

What to expect from our process

Financial planning is the focus of our process. We help create a plan to purse your financial goals and we serve as an advisor in your financial decisions. Our financial planning and investment process includes a comprehensive overview of all your savings accounts, investment accounts, retirement accounts, cash flow, insurance, and any other relevant financial matter in your life.

  • We'll begin with discovery, where we help you articulate and prioritize your goals. Setting goals is vital, but so is prioritizing and understanding the tradeoffs.
  • With goals in hand we can make informed decisions about the most appropriate investment strategy to help you reach your objectives while remaining consistent with your risk comfort zone.
  • Next comes evaluating and implementing  your strategy. What specific mix of investment will increase the likelihood of achieving your goals?
  • Finally, all investment strategies are monitored faithfully. Are you on track for each goal? Is the road to financial wellness clear? If not, what do we need to adjust?

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