What we do

Our service consists of financial planning and investment management. It can be hard to describe exactly what this means, which is why our “becoming a client” process is designed to “show” rather than “tell” you.

In order to properly cover these areas, we need to meet with you at least twice per year. This is typically in the Spring around tax season and sometime in the Fall. Sometimes we’ll need more meetings, and sometimes you’ll have things come up that can’t wait. This is normal and there is no “cap” on the amount of meetings we’ll have.

You can see by the recurring time nature in the table below* that financial planning is a process, not an event.

Reviewing an area doesn’t mean there will always be action. For example, accounts are analyzed for rebalancing opportunities weekly. We could go months before an actual rebalance is needed.

Systematically reviewing these areas makes it more likely your financial house stays in order, which should provide more confidence and less worry.