A deliberate emphasis on planning
We are, above all, a planning-based practice and believe that a well-designed investment plan can serve as the solid foundation for defining and pursuing your goals. Our planning focus begins right upfront – determining whether working together is the right fit for both of us.
Your most important decision is choosing the right advisor, one whose capabilities align well with your needs, one whom with you feel a comfort and chemistry. Conversely, we want to grow intentionally with the right clients, as there are only so many hours in a day to effectively serve them. To ensure a good mutual fit, we may have two or three meetings before moving forward.
