Who We Serve
While many of our clients are preparing for or in retirement, we serve people in all stages of life—and when it comes to their finances, they all want one thing: peace of mind. They’re compassionate people who care about their families and communities and want to know their lives are on the right track. As fiduciaries, our responsibility is to help them organize their financial world so they have an accurate understanding of their opportunities and how to maximize their success. We help them articulate what matters most and outline actionable ways to live a life of meaning as they leave an impactful legacy.
When you partner with us, we work to cultivate understanding and efficacy in every aspect of your financial world. We’ll consider each strategy as it relates to your short- and long-term goals so that everything we do for you serves a greater purpose.
We specialize in helping people prepare for retirement, and we’re passionate about helping families create impactful legacies that last for generations. Whether you have a specific need or want peace of mind about your overall financial situation, our team is here for you. Some of the common ways we serve clients are listed below.
Bridging the Gap: Redefine Your Money Story
Many of us go through life with a fixed understanding of wealth and what it means for our future. Sometimes even when you’re successful, you don’t see the incredible opportunities that lie in wait because you’ve never had a comprehensive plan for your finances. Our firm’s desire is to help you understand your wealth on a deeper level and how it can shape a fulfilling life and impactful legacy. From there, we help you bridge the gap between your current opportunities and your future vision of success.
Here’s how we approach that process:
Step 1 Are We a Good Fit for Each Other?
When we first get together, our mission is to understand who you are as a person. We’ll talk about your family, what shaped your view of money, and how that view has affected your decisions thus far. We’ll also discuss your current financial situation, your goals and desires, and the type of legacy you want to leave. Our goal in this phase is not only to understand you, but to help you see your wealth from a new perspective so you can plan with clarity and confidence.
Step 2 Let’s Dig In!
In phase two, we work together to build a bridge—we start by discussing the details of your finances like college funds, risk management strategies, and retirement and taxes. Then we help you identify how all these things come together to connect your financial story with your legacy. We’ll offer authentic advice based on your needs and desires so you have a clear picture of how to create the bridge you want to travel. Our goal in these types of meetings is for you to walk away feeling great about what the future holds and confident about how to get there.
Step 3 Your One-Page Financial Plan
Your legacy is all about what you leave behind, but that begins with your life now. Once we help you bridge that gap, you get to navigate your financial journey with confidence. We help you implement your plan, and as you grow, we’ll continue to help you make decisions based on what your unique legacy means to you. Our plans are never a one-and-done solution; instead, we establish relationships that support you through every season of life—through the ups and downs, the good and the bad. We’re by your side for every step so you have someone to turn to as you build your bridge, travel across it, and enjoy life on the other side.
Step 4 Paperwork Party!
This is where the fun begins! In this meeting, we’ll finalize all the details so you can fully engage with our firm and begin actively, intentionally pursuing your goals. (And yes, that means paperwork—but don’t worry, we’ll do the heavy lifting there.) We’ll share more information about the team members you’ll be working with, how we support you on your financial journey, and anything else you need to know moving forward. From this point on, we’re your comprehensive financial support system—we’re by your side every step of the way so you have someone to lean on as you create your incredible life.