About.

New clients typically reach out when a pressing concern arises in their life, such as increased career demands, a fast-approaching retirement, or a change in family dynamics.

That concern is heightened when thinking about how to navigate a fragmented advisory world, what financial planning means in practice, and ultimately what it will be like to work with us.

We often encourage new clients to think about the relationship they have (or should have) with their family doctor, and the process of working with us can then start feeling more familiar.

We spend significant time early on listening to what is on clients’ minds and the goals they are hoping to accomplish. Next, we provide them with a checklist so they can begin gathering information (including estate plans, account statements, insurance policies and other documents) that will help us paint the bigger picture, much like a doctor establishing a medical history. We digitally organize this information, where it can be securely accessed and easily updated as time goes on.

Once that history has been established, we can begin to address their goals and offer recommendations as appropriate. And just as a family physician may help coordinate outside care as appropriate, it is quite common for us to work with other professionals whose expertise complements ours, including accountants, attorneys, and insurance agents.

For clients who retain us on an ongoing basis, our relationship deepens to incorporate the management and monitoring of IRAs, trusts, and other financial assets, all of which clients rely on to meet their goals. At the heart of all this, clients ultimately want to know if they are going to be okay, so we regularly work together with the help of professional software to visualize a map of the road ahead and guide them through changing needs and circumstances.

We all want to be treated by doctors who are thoughtful, focused on our well-being, and ultimately care about us as human beings. We approach our work with that same mindset.