What is most important to you? 

• Introductions
• Mutual Chemistry
• How can we help?

we’d like to go over the reasons you contacted us in the first place.

• Needs & Goals
• Financial Overviews
• Tax, Estate, Insurance
  Review
• and more…

we will design a plan after understanding your situation.

• Establish Expectations
• Risk Management
• Investment Allocations

Let’s put this plan in motion!

• Establishment of accounts
• Implement Recommendations based on Risk & Needs Analysis
• Coordination with outside Professionals 

this is a start to a long journey as friends and helping you with everything you may need. 

• On-going meetings & reviews
• Monitoring of Assets
• continuous Review of Goals & Objectives
• Implementation Changes, as Necessary 

As life changes, new obstacles and opportunities present themselves. We are always here to help and Develop solutions to make life easier for you.

• Thoughtful Organization
• “Pillow Time”
• Sounding board & Counsel for Life’s decisions