A good game plan is nothing without a good coach.

A good game plan is nothing without a good coach.

Right after the first meeting with our clients, we send them a communication profile—a sort of personality test—to fill out. Why? Because there’s more to you than just your finances. 

When we say we want to really get to know our clients, we truly mean it; we want to gain a deeper understanding of your values before we even begin taking a look at your portfolio.

That’s also why we prefer taking on a smaller number of clients. Not because we don’t like to help, but because of the opposite: we want to make sure each client is receiving the care and attention they need.

You won’t follow a streamlined 3-step process with our team. . .but we see that as a good thing.