Values that Matter
We value meaningful relationships above all else. Our standard for ourselves is to deliver purposeful planning and financial advice while continuously seeking to grow in wisdom and service. We honor promises, remain true to our character and are proud fiduciaries. Our clients are always the most important people in the room.
We Embrace
Education
We are academically educated in finance and are CERTIFIED FINANCIAL PLANNER™ professionals. We endeavor to stand at the forefront of our industry, delivering leading solutions to our clients.
We advance scholarly solutions
We Rally Around Relationships
We promote a culture of care. We build deep, personal connections with our clients, their families and our team members and consider serving others to be a privilege.
We build bonds that bloom
We trust
in Teamwork
We foster collaboration and communication and work tirelessly toward a single objective – offering the planning and advice that safeguards our clients' financial futures.
We understand that we arebetter together
"When your values are clear to you, making decisions becomes easier.”
Roy E. Disney
Our Process
How We Work Together
At the heart of our approach is the desire to form strong connections with our clients, allowing us to grasp your objectives and establish a foundation of trust. We’ll explore your important questions about wealth and discuss your unique goals.
01 | Strategy Session
In our in-depth session that typically lasts one to two hours, we’ll review the facts we gathered at our prior meeting and start to explore the impact different decisions have on your personalized financial plan.
03 | Implementation & Integration
Now it’s time to implement your wealth strategy! The plan we provide will be clear and concise and will define exactly what needs to be done and when. You’ll have convenient access to your personalized plan through your eMoney portal.
02 | Personalized Plan
We provide a personally tailored financial plan that addresses your goals and makes recommendations for achieving them. Think of it as your personal financial playbook, a comprehensive guide custom-built for you to help grow and safeguard your wealth.
04 | Cultivate & Continue
We meet with you regularly to ensure your plan remains on track. We understand that life can bring many unexpected changes, and we're always ready to update your financial plan accordingly. Need the team in between? Call anytime. We're here to support you!
