Team Approach

As a group, we are committed to do what we say – making promises and keeping them.  We use a team approach to financial planning to provide clients with not only one advisor, but rather with a team of professionals who can assist and answer questions.

We have two members of our planning staff attend every client meeting. This “double teaming” not only better ensures thorough planning insight; it also reinforces our strongly-held value that all clients are clients of the firm as a whole – having a claim on the resources of the entire firm. Throughout the meeting, two planners will record notes to serve as the source materials for a written summary of recommendations and a detailed plan of action which we provide at the end of the initial phase of planning.

See the bio of the Professional Staff who you will meet as you go through the planning process.