For Existing clients

Schedule time with your financial advisor to discuss your current portfolio. This can also be a designated meeting to work together, updating your financial roadmap with any new life events or goals that require attention. New job? New baby? Relative passed away? Buying or selling a home? It is very important to us that we keep in touch and stay up-to-date on life's ebb and flow. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.