Our Process

Holistic Wealth Management

No matter where you are in your life’s journey, you have goals for yourself, your family and the causes you care about. Our approach helps you prioritize and plan so you can achieve those goals, and in the meantime, peace of mind.WM-Process-Graphics-Option-2.jpg
Lifestage Checklists

While everyone's situation is unique, these checklists provide common questions to ask as you enter a new lifestage, to ensure your plan remains on track.

Young Investors

The financial issues you face now are far different than those of someone approaching retirement. However, it’s often unclear where to turn for advice that will help you make thoughtful choices. That’s why we developed an approach to help you hit the ground running as you establish the foundation that will support you the rest of your life. We customize our process according to your situation – ensuring we put together the right plan for your specific needs and goals. Some of the questions that we can help you answer include:

  • Should I keep renting, or is now a good time to buy a house?
  • How much should I be saving for college?
  • When should I form my estate plan?
  • How much should I put away for retirement?
We've also created some checklists that you may find useful as you begin on your journey: