WhatToExpect

What to Expect

Our process:

Though comprehensive financial planning our process focusses on our clients’ needs and desires by creating realistic goals that they feel most comfortable with.

Suggested:

Through comprehensive financial planning our focus is on our clients' needs and desires. Working in partnership we create realistic goals offering a (opportunity/feeling) of comfort and clarity. 

Our fees:

As a fee only RIA (What is an RIA), we feel our fees put our firm on the same side of the table as our clients.  When markets are good and our clients’ money management accounts are flourishing, we are flourishing with you, and when markets are volatile, we are there with our clients giving perspective and clarity.

Suggested:

As a fee only RIA (What is an RIA), our fees put our firm on the same side of the table as our clients.  When markets are good and our clients’ money management accounts flourish, we flourish with them, and when markets are volatile, we are there with our clients offering perspective and clarity.