Whether you’re ready to retire or just getting started, selling a business, or experiencing a life-changing event, we’re here to help. We’ll work with you to determine, navigate, and achieve your goals.
OUR 3 MEETING PROCESS
We begin every new client conversation
with three meetings.
In our first meeting, we will get to know each other. You will meet our team and learn about our philosophy, services, and cost structure. We take this time to get to know you, discuss your financial situation and your priorities. Our approach to financial planning and investment management is highly individualized, and we will address all financial topics that are important to you.
A good financial plan incorporates all aspects of your life: from investments, to taxes, to cash flow and estate planning. In our second meeting, we will review with you a draft of your personal plan. Utilizing our robust planning software, we will simulate many scenarios and demonstrate how financial decisions can make meaningful impacts to your financial success. Together we will design a road map to begin your journey to financial well-being.
At the third meeting we will deliver specific investment recommendations tailored to your personal financial plan. We will explain fees, expenses and reasonable expectations for our recommendations. We make time at this meeting to ensure that all your concerns are addressed, and questions answered. If you decide to hire GA, we will establish your personal implementation, monitoring and review schedule.
WE BELIEVE LIFE IS
BETTER WHEN YOU’VE
PLANNED FOR IT
This shared belief brought us together to forge our independent Practice, and our Principals have over 90 years of combined experience helping clients reach, maintain, and even exceed their ultimate financial goals.