How We Can Work Together

Financial Check Up

• Do-It-Yourself who wants a professional opinion to make sure you’re on the right track
• You need help with a specific financial planning issue, but are not looking for a comprehensive plan
• Recent graduate who wants to know what focus items will set the foundation for a bright financial future.

Financial Planning

• Life is more complex than it used to be. You need a financial plan and ongoing guidance on a variety of topics.
• You are a working professional with most retirement assets in your employer plan, but are starting to experience more complexity in other areas of your financial life.
• Typically Early to Mid-Career.

Investment & Financial Planning

• Successful professional that needs financial planning guidance and to delegate investment management.
• Nearing or already in retirement; in need of full service financial advising and planning for the crucial next stage of your life.
• Typical Profile: Mid – Late Career.