Our Services
Our service is comprehensive, holistic and exquisitely personal. While our core service is focused on the proper management of each client’s financial resources, our relationship doesn’t end there. We strive to be advocates and partners with our clients in more than just their financial lives. Whether it involves negotiating the purchase of a car, higher yields at the bank, or helping resolve difficult family dynamics around money, we spend whatever time is necessary to support our clients.
The process is simple and straightforward. We initially conduct a short phone conference to ascertain if our firm is a good fit for a prospective client’s needs and expectations. If that is the case, our Principal will conduct an in-depth face-to-face Discovery Meeting with the potential client to begin to understand who that client is as a person and if we are in a position to bring transformational value to that client’s life.
Although each engagement is unique and personal, we focus on core processes to assure that we are comprehensively addressing the needs and concerns of our clients while also having a keen eye on personal preference. The foundation of our processes are based both in the structure of the Certified Financial Planner® designation model and cutting edge wealth management processes. Our engagement includes the areas of understanding the basics of your financial situation and assessing insurance, investment, income tax, retirement, and estate planning issues. We work as a part of an advisory team comprised of CPA’s, attorneys and other professionals, including private bankers, insurance specialists, charitable giving experts and others. Through this team approach we are able to offer clients comprehensive and creative solutions designed to translate into peace of mind, contentment, and abundance for our clients.
Partnership, empowerment, prosperity, and peace are the ultimate riches we reap with our clients. If you are a woman who has found herself responsible for significant wealth as the result of losing a parent or spouse, or a couple negotiating the challenges of owning and potentially selling their business, we encourage you to contact our office. We hope that you will find, as our clients have, that we offer something much greater than simply a service – we offer our hearts, minds, and the passionate commitment to excellence that can keep you on the path to your peace and prosperity.
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