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WOULD YOU LIKE TO KNOW...

AM I ON TARGET TO RETIRE?

CAN I REDUCE MY TAXES?

AM I INVESTING IN THE RIGHT PLACES?

IS MY ESTATE PLAN IN GOOD ORDER?

Our process is simple yet completely customized to your tastes.

It goes a little something like this:

Get To Know You

Here we're talking a quick, complimentary meeting to see if we're a good match​.

We'll chat about your situation, goals, and what you're seeking in a financial advisory relationship. 

Let's see if there's a fit.

 

(30 minutes)

Brainstorm Together

Next let's listen to all of your goals, worries, plans, values--bring them all! I'll also obtain your numbers to get a clear understanding of your Point A, so I can consider possible routes to your Point B.

 

But don't worry, this isn't some stuffy, boring meeting - I'm all about creating a comfortable and enjoyable experience for everyone involved. So, take a deep breath and let's do this! 

(3 days to 2 weeks later, 60 - 90 minutes)

Money GPS

When we reconvene, we review your full financial picture together:

 

• Net worth

• Income

• Investment allocation

• Tax situation

• Goals & priorities

 

Then we go over recommendations & action items!​

(3 days to 2 weeks later, 60 - 90 minutes)

Tie a Bow Around The Box

I get it, life can be chaotic and it's easy to let important things slip through the cracks.

 

That's why I'm not just going to give you a plan and send you on your way.

 

I intend to follow up with you as needed so that everything gets implemented properly. 

What Our Clients Say

Nick L.

We have worked with Rick for over 12 years. He helped us assess our goals before and after we retired. He has aways been available and easy to reach when we have any questions. For us that is very important to us. We trust his guidance with our investments and highly recommend him!

The statement was provided 12/16/2022 by Nick L. who is a client.   This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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