The first thing we do is get to know you – your values, your goals, and your personality. It is not until we fully know you as an individual or family that we can begin to build out your financial plan to serve as a roadmap for your future, because you can’t take your next step until you know where you are going.
We work with a third-party manager and custodian for investment management. We are well-equipped to guide and help you create the right investment portfolio for yourself, which balances your investment goals and risk tolerance.
Who We Serve
As the name of the company suggests, we are ideally suited for people who are going through or preparing for a transition in their lives. Those can include:
- Newlyweds or soon to be
- First-time home buyers or those starting their family
- Career changers
- Big promotion with complicated compensation package
- Parents planning for their empty-nest
- Divorce and post-divorce
- Families with children that have intellectual and developmental disabilities
But our list of ideal clients isn’t that limited. If you need help with your finances or planning a secure financial future, and you want someone who is more interested in YOU and YOUR NEEDS instead of just the numbers associated with your financial standing, then you are our ideal client.