Service Model
Ways To Partner With Us
As an independent firm supported by LPL Financial, we offer comprehensive Wealth Management that seamlessly integrates
intentional Finanical Planning with proactive Investment Management to ensure your strategy adapts to your life.
Service Menu: Planning, Investing, or Combined Wealth Management
Wealth Management
For qualified clients in need of a personal CFO to coordinate their financial picture through the combination of ongoing financial planning and investment management.
Financial Planning
For clients in need of financial organization, holistic advice, and a proactive accountability partner to help you accomplish your financial objectives and make smart financial decisions.
Investment Management
For clients in need of professional investment management and ongoing investment account monitoring with less complex financial needs
Financial Planning
For clients in need of financial organization, holistic advice, and a proactive accountability partner to help you accomplish your financial objectives and make smart financial decisions.
Initial Financial Plan
- Comprehensive Review of Financial Areas of Focus
- Full Electronic or Printed Financial Plan
- Plan Implementation Guidance
- Coordination with CPA and/or Attorney
- Quarterly Meetings for Initial 12 Months
Ongoing Financial Planning
- Continued access to financial advice
- Annually Updated Financial Plan
- Continued Plan
- Ongoing Investment Advice
- Progress Reporting
Scope of Financial Advice
- Goal Setting
- Investment Planning
- Plan Implementation Guidance
- Cash Flow Management
- Retirement Planning
- Risk Management
- Income Tax Planning
- Family Wealth Planning
- Estate & Charitable Plannin
- Business Planning
The Importance of Having a Financial Plan
By partnering with a financial professional, you gain:
Organization
Bringing order to
your financial life.
Accountability
Follow through on
financial commitments.
Partnership
Work together to help you plan for
your best financial life.
Perspective
Gain insight from the outside to help avoid emotionally driven decisions.
Proactivity
Anticipate life transitions to help
be financially prepared.
Education
Receive knowledge & education pertaining
to your finanical life.
Investment Management
For clients in need of professional investment management and ongoing investment account monitoring with less complex financial needs
Get Started
Let Us Help You Take the First Step
You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.