Working Together


To help reach your financial goals, we offer two ways of doing business:

1) Comprehensive financial planning – focusing on your “big” picture.

Together, we will identify your most pressing needs and long-term needs. We will meet regularly to ensure progress and satisfaction and our time together will be spent on the following areas:

2) Investment only relationship – focusing on your investments.

Together, we will craft a balanced investment strategy that meets your needs. We will meet periodically and time together will be focused solely on your  investment portfolio. If at any time you would like to move to a financial planning relationship, you are able to do so. Click here for more information on our Investment Management philosophy.