❑ PLANNING – We use the cutting-edge technology of eMoney to help you organize, prioritize, and build your financial plan – all within a single tool. In addition, we provide each new client with a leather bound 3-ring Personal Financial Organizer (PFO), which becomes the hub of our relationship, as it bonds and organizes your most valuable financial documents together in one place (financial plan, estate documents, key contacts, etc.). The more technology creeps into our lives, the more having a tangible record of key documents in a centralized location matters to your piece of mind.
❑ WEALTH MANAGEMENT – We manage your portfolio consistent with your investment goals and in accordance to our written Investment Philosophy and Investment Policy Statement; all tied together with your unique financial plan.
❑ BEHAVIORAL FINANCE– Real wealth in a portfolio is not driven solely by investment “performance”, rather it is determined by the investor’s behavior. Our most valuable function as advisors is guiding clients past the “Big Financial Mistakes” in all their manifestations, which is why we offer on-going behavioral advice.
❑ LEGACY – We plan for the unexpected today to avoid the costly mistakes of tomorrow.