Creating Something different
Since our inception in 2002, our team of highly educated and credentialed professionals have worked hard to distinguish our firm. As a team, we have perfected the client experience we now call our CFO Process™ (Coordinated Financial Overview™). This process is designed to educate and empower you to feel comfortable spending, saving, giving, and living the life you want to live. After all isn’t that what a wealth manager is for?
Watch the video to learn how our unique financial planning process can add clarity, confidence, and comfort for you and your family.
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What can I expect?
For the initial meeting, you do not need to bring anything and there are no expectations. Think of it as a blind date at Starbucks. The initial visit is simply to learn more about each other and see if there is a good fit for a potential long term relationship.
If we feel there is a good fit, the next step is to learn more about you, your family, your experiences with money, and your goals. We will create a plan, a timeline, and a checklist to ensure that we are both doing all we can to reach your goals. Once your plan is in place we will meet regularly to ensure you are on track, to run what-if scenarios, and to make adjustments as life changes.
hear from our clients
Business Owners, Attorneys, CPAs, Medical & Dental Community, University Faculty, Wealthy Families, & Retirees from many local companies such as IU Health, Indiana University, Hoosier Energy, Crane, Lilly, & Cummins to name a few.
Schedule Introductory Call
Introducing Your Personal Financial Website The CFO Center
The CFO Center gives both you and your Financial Advisor everything we need to create, monitor, and optimize your financial life.
Your CFO Center, will help save time and feel confident. In a glance you can see:
Your Goals
Net Worth
Investments
Your 401(k)
Invest Returns
Savings
Insurance
Cash Flow
Budget
Transactions
Spending
Income
Alerts
Balances
MEET YOUR TEAM
CLICK HERE FOR INDIVIDUAL PHOTOS AND BIOS
WE FOCUS ON EDUCATION NOT SALES - BELOW ARE OUR TEAM'S CREDENTIALS
CFP® CPWA® CIMA® CPFA® CRPS® C(K)P® CAP® AFC® AIF® RMA® FPQP® MBA EA PHD
