Our Philosophy:

Manage your financial life according to your “Life Plan” index … not a broad Financial index.
Your life and financial decisions cannot be consolidated into a simple broad market benchmark. Through our process, we work with you to develop your “Life Plan” index. Managing the risk you take and the necessary return based on your financial plan's unique parameters (“Life Plan” index) rather than a broad financial market index will help lead to sound, non-emotional financial decisions you won’t regret later.

We communicate regularly and deliberately throughout our relationship with you.

We take the initiative to stay in touch because we know that keeping your plan up to date is as important as market performance. While proactively scheduled face-to-face meetings are an essential part of our client relationships, your client experience would also include:

• Monthly Economic Email Updates
• Semi-Annual Economic Newsletters and Podcasts
• Client Review Meetings
• Courtesy Calls
• Monthly Investment Reports
  
• Customized Online Client Financial Dashboard
• Client Events
• Annual Survey
  
• Video Webinars