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The Four Seasons of Service

One of our primary goals is to develop a long-term, trusting relationship with you.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our approach to complete wealth management involves a disciplined process that goes beyond an annual review. In addition to regularly scheduled reviews, you can expect the following planned interactions as we work for and with you throughout the year:

Winter

Winter

Communications / Reminder

  • Firm Updates & Greetings
  • Upcoming Tax Season
  • Unique to YOU are-based milestones (e.g. RMDs, Medicare, etc.)
  • Upload/Send latest Estate and Insurance Policy Documents
Spring

Spring

Review Meetings (cadence based on client preference)

  • “What’s New” survey in preparation for your annual review
  • Post-Review Survey – How are we doing?


Partnering FOR you

  • Partnership with your CPA pre/post tax season (as needed)
  • Partnership with your estate attorney (as needed)
Summer

Summer

Communications / Reminder

  • Upload/Send previous-year tax return documents
  • Required Minimum Distributions
  • Unfunded Retirement Accounts
  • Roth Conversions
  • Qualified Charitable Distributions
Fall

Fall

Review Meetings (cadence based on client preference)

  • “What’s New” survey in preparation for your annual review
  • Post-Review Survey – How are we doing?


Partnering FOR you

  • Partnership with your CPA pre/post tax season (as needed)
  • Partnership with your estate attorney (as needed)

Reminder: You can reach out to us anytime of the year!

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