Fee-Only Wealth Management

Our client relationships begin with gathering your information and determining your goals and expectations. We make sure that we are crystal clear about what you want to achieve before providing any advice.

Having thoroughly analyzed your situation, your goals, your timeframe, your risk tolerance and other factors, we develop clear, straightforward recommendations.

Once we have discussed our recommendations and have agreed on a path forward, we implement our financial and investment plan. This process typically occurs over a series of months.

We do not just give our clients plans and then move on to new business. We actively monitor your progress, make course corrections and, if your goals change, adjust for a new destination.