A Process Fit for the Quarter Lifer, the Gen Xer & the Baby Boomer Alike
While we have a guiding framework for the individuals and families we work with, our approach is always tailored to suit your needs. Before we begin, we invite you to reach out for a conversation to see if we are a good fit.
Meet and Greet
We’ll get to know each other, hear about your life and learn more about your financial needs.
A Thorough Analysis
Our team will analyze your current financial portrait and identify what gaps need to be filled.
In this meeting, we’ll walk you through the suggestions we’ve developed to help you work toward financial wellness.
We’ll provide a set of items to put into action. When necessary, we are happy to collaborate directly with your tax advisor, estate planning attorney, and other professionals.
Soon after you become a client, we’ll take some time to familiarize you with your new client portal, your new accounts, and answer any questions you may have.
We’ll conduct a regular 6-month review, but our team is also always here if you have questions or need to update your plan given new life circumstances.
24/7 Access Using Our Streamlined Online Client Portal
We equip all of our clients with an online portal through eMoney where you can view all of your accounts in one place and have a clear picture of your finances. You’ll also be able to project your future financial situation with eMoney’s planning tools.