HOW WE ARE DIFFERENT

Purpose Driven

We simplify the complex and help clients focus on the best life they can afford.  Money is the easy part. Helping clients understand what their money is for, what their plan entails, and how best to manage the money today for the needs of tomorrow, we believe is our greatest difference. Our difference is found in providing predictive planning, proprietary strategies and proactive care.


PREDICTIVE PLANNING

We begin predictive planning by understanding what matters most to our clients. Predictive planning then provides ongoing Comprehensive Financial Oversight, seeking to make life better. This act of predictive planning can help predetermine how clients’ future needs may change their current investments.


PROPRIETARY STRATEGIES

We provide proprietary strategies that are designed to make informed decisions for clients.  These strategies change clients’ investments based on facts rather than emotions related to the economy, current events, or potential market declines.  We seek to free clients from having to make day-to-day investment decisions.


PROACTIVE CARE

We believe our proactive care helps clients move beyond money to focus on their life. Because we care, we follow and discuss their thoughts about the future, any major decisions and the unexpected events that may transpire in life.  Our proactive care approach is highly personalized and is a relationship-based team effort.

HOW YOU BECOME A CLIENT

Discovery Process

The Discovery Process starts with a blank legal pad and can build into a life changing relationship. We get to know each client through meaningful conversations, seek to understand their wealth and objectives and the FORM their life is taking. There are five phases to our Discovery Process; the farther one goes in the process the more specific and actionable the guidance a client receives from our experienced financial advisors.


PHASE ONE – EXPLORE

We discover who a prospective client wants to be, what they want to do, what they want to have and then clarify how we can help. Through a series of discussions, we get to know each other, build a mutual understanding of what is needed and explore how we can help. We complete this phase with an invitation to join our family of clients and continue onto phase two.


PHASE TWO – DEEP DIVE

We create a comprehensive financial plan and an exchange of documents is required to understand each clients’ current financial state in detail. Any information contained in statements, tax returns and other documents are discussed and analyzed in order to lay the foundation for a financial plan.


PHASE THREE – STRATEGIES

We solve for what is possible in life and how probable one’s best life can be. Different options are discussed so that, together, we can finalize recommendations for a plan. The desired outcome of this phase is to come up with a shared plan with clear direction and a good understanding of why the plan fits and determine the next steps of who will do what, when and how.


PHASE FOUR – IMPLEMENTATION

We agree to implement the plan, simplify and consolidate investments while working together to improve a client’s life. Working with Raymond James, we set up account access, personalize each experience and set clear expectations for who is responsible for what.


PHASE FIVE – PROACTIVE CARE

We monitor the FORM each client’s life is taking. This is the most important phase of our on-going relationship. We care about our clients’ financial wellness by proactively monitoring, advising and leading them toward a better life.