Financial Consulting & Oversight Services
Effective financial management is personal and requires a comprehensive examination and understanding of all areas of your financial affairs. We concentrate on understanding you and your current and future financial needs and objectives and develop strategies that are customized to you.
Limiting the number of new relationships we engage with on an annual basis allows us the necessary time to help you successfully pursue your goals. As part of our process we review your current financial position - insurance policies, investment portfolios, bank accounts, mortgage and / or loan agreements, employee benefit programs, tax returns, and estate documents - for strengths and possible weaknesses. We make financial projections based upon your current plan and provide you with customized recommendations and strategies that support your defined objectives.
Our financial guidance doesn't stop with the plan's recommendations and strategies. We continue our work together to make sure you understand your options, make decisions, benchmarks your goals, and prioritize the steps you will take to manage your financial affairs.
As solutions based and client-centric advisors, we are not focused on selling products, but where necessary, we recommend products and service providers that can help you pursue your goals.