“To know what to do is wisdom. To know how to do it is skill. To know when to do it is judgment. To combine them all with service is our mission.”
Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach. Through our SEC registered investment advisory firm*, Certified Advisory Corp, we offer Financial Planning and Asset Management for a fee. This allows us to prioritize and address your needs without being influenced by house products or commissions. Our team of CFP® professionals can help you work toward your goals.
Your first visit.
During your no-obligation visit, we’ll take the first step in the process by talking with you about your financial goals and priorities, and explaining what it means to work with a CFP® professional.
Create your customized plan.
Once you choose to move forward, your CFP® professional will work with you to create a customized financial plan designed specifically for you.
Put your plan into action.
Now is the time to decide how to put your plan into action. You may choose to implement it yourself, or utilize our knowledge and experience through an ongoing relationship with your CFP® professional, who can advise you every step of the way.
Monitor, review and adjust.
Life is full of changes and surprises. If you’ve entrusted us to implement your plan, your CFP® professional will become your financial “doctor.” Our services include providing periodic check-ups and ongoing advice.