How we work.
No pitch and no autopilot. It starts with a real conversation, and your goals set the agenda.
What that looks like.
We're the pitbull in your yard
We fight for you and what you want. We sit on your side of the table and stay there, and your priorities lead the conversation.
We explain it until it makes sense
You can't make a good decision about something you don't understand, so we break it down in plain language.
We tell you the truth
Even when it is not what you hoped to hear. Your information is handled with discretion.
How we get started
We take it in steps, so nobody commits until the fit is right on both sides.
Getting to know each other
We start with a conversation. No pressure and no pitch. We learn what your wealth is for and what is on your mind.
Working together informally
We dig into a question or two together, so you can see how we actually work before anything is formal.
Deciding we are right for each other
If it fits on both sides, we say so. If it does not, we will tell you that too, and point you somewhere better.
Full partnership
We build the plan, put it to work, and review it with you in person as your life changes.
How we get paid
You should know how your advisor gets paid before you sign anything. We're an independent firm affiliated with LPL Financial, and we earn commissions on the products and services we provide. We'll walk you through exactly how it works for your situation, in plain language, before anything starts.
Ready when you are.
No pressure either way. When you want to talk, we're here.