Our Process
Our process focuses on your financial plan. Everything centers around your plan. In our first meeting, we will do a deep dive into your current situation and your current financial plan. We will want to understand how you perceive money, and what you want your money to be doing for you. We will discuss your goals and objectives and if your current plan is aligned with those goals and objectives.
Every client’s financial plan is customized based on this initial conversation. We believe we cannot effectively or accurately make investment recommendations without fully understanding your financial plan. We tailor our financial advice to each client’s unique situation and build a structured financial plan that is periodically fine-tuned as circumstances require.
Our process includes collaboration as a team so that you receive the benefit of our collective intelligence, expertise, and passion, along with utilizing financial planning software, and a several-layer due diligence process for investments.
Please check out this video from Chevonne discussing the process.
We Are Fee-Based Financial Professionals
Our advisors are fee-only professionals, meaning we have no financial incentives to recommend certain financial products over another. We work solely for our clients to create financial plans that are client-goal-driven, not commission driven. Our independence allows us to fully align our efforts with our client’s interests, creating a true fiduciary relationship.