‘I can’t believe a guy like me is talking to a guy like you.’
A client said this to me in a meeting once…to ME, a born and raised mill-town kid who thought having a microwave (last on our street) was the epitome of wealth.
The culture of the financial industry is littered with arrogance and elitism. Not here.
Everyone needs planning, especially those working hard for their families—it’s why I do what I do.
Let’s sit down and talk.
Yes, advicer is correct, because our relationships are advice-driven.
We work in your best interest--always.
As a fee-only advisor, we cannot be paid by investment companies, investment products, or insurance products.
Our clients pay us for advice, as a fiduciary.
We will help bring order to your financial life, by assisting you in identifying priorities and goals.
We bring insight from an outside perspective to help you avoid emotionally driven decisions.
We're here to consult with you, your family, and other key team members.
This is a two-way street and we can help nudge you when and where needed to get things done.
We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
The more we know about you and your goals, the better we can strategize.
Identify & Prioritize
Create a roadmap to address your personal priorities, broken into digestable pieces.
Plan & Execute
Life changes? Market volatility? We are here for you proactively and as things change.
Track & Update
We can chat in person or virtually over a cup of Joe...and we can find out if there is some way we might help you pursue your goals and become better... organized, balanced, present...