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 more about our CFO Guidebook.
We are proud to say that we are a NAPFA (National Association of Personal Financial Advisors) affiliated fee-only wealth management firm.
What should 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. We do not like to make that decision in the first meeting.
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.
The Future Of Finance Just Got Easier
Introducing Your Personal Financial Website - The CFO Center
Your CFO Center, will help you 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
The CFO Center gives both you and your Financial Advisor everything you need to create, monitor, and optimize your financial life. If you would like to test drive the CFO Center for free, let us know!
