Connecting Family & Finance
Your family. Your future.
Our office embraced virtual meetings long before they became common practice. We make it easy and comfortable for families to connect and plan together across state lines. We believe financial conversations are stronger with support, and we encourage you to invite a trusted family member or friend to join your meetings.
Our Three Step Process
STEP
1
Let's Get to Know You
We start with a conversation about your life, your family, and what you want your finances to support.
Our virtual meetings make it easy to connect from home, and you’re welcome to invite a trusted family member or friend to join us.
When it’s time to share documents, our secure upload options make it simple to send sensitive information directly to our team.
STEP
2
Bring Your Financial Picture Together
We review your investments, retirement accounts, annuities, pensions, Social Security, income needs, and expenses to understand how the pieces fit together.
From there, we identify what needs attention and develop recommendations around your goals. We explain your options, costs, and tradeoffs in plain language so you can ask questions and make informed decisions.
STEP
3
Put Your Plan into Motion
Once you decide the next steps, our team of six coordinate the paperwork, account openings, transfers, and income arrangements needed to put your plan into action.
We guide you through signatures and documentation, track progress, and keep you informed about outstanding items. Our team follows through to confirm that your account setup reflects the agreed plan.
Step 4: Stay Connected As Life Changes
Our relationship continues with ongoing service and reviews, including support with Required Minimum Distributions (RMDs), income payments, beneficiary updates, and account changes.
As your needs and family circumstances evolve, we revisit your priorities and help you adjust your plan. We welcome continued family involvement so the people you trust can stay informed with your permission.