Our Process We pride ourselves on our acutely client-centric approach that addresses every aspect of your family’s financial life cycle. We meet our clients where they are which is why we always start with a comprehensive review of your current financial situation. Only then can we develop a roadmap to your ideal next step or steps:Optimal investment allocationCollege/Financial AidRetirement Income Planning Maximizing Social SecurityMaximizing Tax EfficiencyDealing with divorceWe encourage quarterly or semi-annual client meetings to review progress and make adjustments when life situations or objectives change. Successful financial planning requires fluid advice for every stage of your life. If you would like to schedule a complementary consultation, please contact us.Get To Know Us: Complementary one-hour reviewToo often people miss out on professional financial advice simply because they don’t know who to trust. We invite you in for a cup of coffee, a candid look at what we do, and an opportunity to discuss your financial concerns. Providing financial education is just one more way we serve our community.