Our comprehensive approach begins with a complimentary Discovery Meeting in which we discuss not only your current financial situation, but also your goals, values, motivations, and experience with money. After an in-depth review of your current financial situation and the goals which you look to achieve, our work begins providing you with an analysis of your current financial position. After engaging with our firm as a client, we continue to assess and manage your investments and financial strategies to respond to our world’s ever-changing financial environment, as well as life’s twists and turns along the way. Unsure if your current advisor can manage your needs? We encourage you to take advantage of our no-pressure Second Opinion Service.