Our planning-based process is designed to get to know you and your needs so we can craft your customized financial plan. Our approach has taken years to develop and is always evolving in order to provide the best client experience possible.
When you first meet your team of experienced guides, we'll navigate you through our process and explain our philosophy. Rather than focusing immediately on your financial endeavors, our unique process works to understand your personal motivations because we believe that behind every financial decision there is a personal motivation that drives that decision. We want to ensure your goals and expectations align with our services before moving forward. We need to be good fit for each other.
We will gather information about your finances and help set goals for the path ahead. This is a crucial time to identify gaps in your financial path that may block you now or in the future from attaining your objectives. In addition, we spend time to fully analyze the amount of risk you are willing to take on your journey. What may seem like a sensible route for some may seem like a perilous one to you. The best path is always on that allows you to sleep well at night and have a sense of peace about your projected pathway.
Now that you have prepared with your guides, it's time to embark on your financial journey to and through retirement. Equipped with all the tools and knowledge your experienced guides have to offer you will be prepared for both the expected and unexpected twists and turns of your path that lie ahead. We will work closely with you to ensure that the decisions you have made are executed in a timely manner and in the proper way.
While journeying on your financial path, you and your guides will continue to check your position on your path. We are here to keep you on the trail and help you adapt to the array of financial decisions down the road.
Given that our process is relationship-driven, you are never on your own, no matter where you might be in your financial journey. We designate and schedule check-in meetings to continuously be up-to-date with your current journey and to make changes and updates as necessary to ensure that you are always on the right path - the path that you have chosen.
At our firm, you’ll be treated like family and welcomed into our comfortable, approachable firm. We like to say that we have that “small-town feel." We partner with Thrivent Advisor Network and have access to cutting-edge investments similar to other large firms. We consider it the best of both worlds.
We’ve built a reputation with our clients and their families that we uphold through trust, transparency, objective advice, and a high level of care. We believe this attention to our clients is what really sets us apart.