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Process
 
Our clients enjoy our easy-to-follow advice and proactive communication.  We guide you every step of the way so that you don't have to worry about what is next.  Below is a high-level outline of how to become a client:
Initial Consultation
The first step in our process is an Initial Consultation.  During this meeting, we sit down together to understand your current finances and and your financial goals.  We also discuss our firm, our commitment to our clients, and how or services can best meet your needs.
(To schedule an Initial Consultation, click here)
Financial Plan
Next, we work together to develop a financial plan that is tailored to you and your family.  We help you to prioritize and implement the necessary steps to move you towards your financial goals.  In addition, we provide you with a Financial Organizer that complies all of your important files and information.

On-going Monitoring & Support

Once your financial plan is underway, we will continue to monitor and review, keeping you updated on any recommendations or additions.  We will also regularly reach out to set-up review meetings and frequently send you proactive communications.  We are always available for any questions or concerns. 

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, IL, IN, KY, MN, ND, NV, NJ, NM, ND, TX and WI.  

 

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate.  Follow-up, individualized responses to persons in a state by such firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history or a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.  PLEASE NOTE: the information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites.