Broker Check

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.

  • 1. Assess
    • Get to know you: your goals, your family, your health, your ideals, etc.
    • Understand your current financial picture and why you got there.
  • 2. Organize & Clarify
    • Organize your important documents and statements
    • Identify your Assets, Liabilities, Income and Expenses.
    • Clarify where accounts are located, how much they have in them, if they're still active, qualified or non-qualified, interest rates, etc.
    • Create a Master List of assets and liabilities, giving you a sense of what you actually have.
  • 3. Educate
    • Help you understand what options are available to you.
    • Propose ideas and discuss possible outcomes for each.
    • Create a comprehensive, easy-to-understand, financial plan.
  • 4. Implement
    • Transfer, close, combine, reduce, and consolidate accounts (where applicable)
    • Invest
    • Update beneficiaries, addresses, and ensure accounts are accurate
    • Prepare for inflation, longevity, increased expenses and healthcare
  • 5. Review
    • Annual review and other checkups during the year to ensure that your financial situation stays on track
    • Help you prepare for inflation, longevity, increased expenses and healthcare