We work primarily with families who have reached a level of success in their careers or businesses and wish to have a long-lasting, collaborative relationship with a trusted advisor. They might describe themselves as middle class but aspire to reach financial independence earlier than standard retirement age. They might also say that they are (or desire to be) frugal, disciplined, a business owner or professional, and intentional and thoughtful about their money and goals. Above all, they value positive relationships, deep personal connections and strong FAMILIES.
Someone who... is looking for the next hot stock tip... checks their investment account on a daily basis... thinks there is some way to get rich quickly... is not willing to be intentional both in their finances and life... cannot make a plan and then stick with it long-term.
Yes. In addition to traditional planning topics such as retirement, taxes and investment management, we have deep, specialized expertise in the areas of college funding planning and Social Security maximization planning.
I consider this to be the beginning of a long, trusted relationship. Like all relationships, we start at the beginning, by discovering a lot about who you are and what is most important to you. From there we gather a lot of information to see where you are today. We talk about what you want to get out of life and then we map out a plan to get you there. Along the way, we make adjustments and measure progress to help you achieve what is most important to you.
No, I meet clients either in person or virtually. It is really, very flexible. I operate out of Southeastern Washington but through the magic of technology, I am able to work with clients wherever they live.
We place the highest value on strong relationships, those between family, friends, community and within our advisory firm. Our goal is to build a small community of clients so that we can create lasting relationships and offer the highest level of service and accessibility.
The CFP® is a mark that indicates several things. Most importantly, it confirms that I am a fiduciary, which means that I put the interests of my clients above everything else. The CFP® mark is obtained only after receiving a bachelor degree, additional financial planning education, on-going ethics training, 3 years of work experience and a rigorous examination (it was 10 hours over 2 days!). The CFP® mark is considered the highest standard in our emerging industry. In a word, it is financial street cred.
No. We have a minimum 30-minute free consultation to see if working together makes sense.
Fee-only means that our firm is compensated only by our clients for the work provided. Our firm does not receive commissions, nor do we sell any financial products. The relationship with our clients and our client's needs are at the center of everything we do.
Her name is Brandy!
I invite you to schedule a free 30-minute consultation by using the Schedule a Meeting link at the top right of any page or here. You can call or email me, using the information on the Contact Us page. If you aren't yet ready to meet, you can keep in touch with us by signing up to receive our e-newsletter here.