These meetings are held regularly, and at our client's convenience. The purpose is to address any new issues that might arise in their personal or professional life. We review portfolio performance relative to achieving the designated longterm goals, and begin looking at various Advanced Plan areas, as well as coordinating with other professional advisors.

Our personalized approach includes meeting with our clients on a regular basis to ensure achievement of your financial goals. During these sessions we'll discuss market trends and address any new issues in your personal or professional life affecting your financial future and goals.

We review portfolio performance relative to achieving the designated longterm goals, and begin looking at various Advanced Plan areas, as well as coordinating with other professional advisors. 

 
 

PUBLICATIONS

Thinking Slow When Life’s Changing Fast

If you’re going through a transition in your life chances are your money is in transition as well. This short book is designed to help you navigate life transitions when wisdom can be hard to come by.

The Obvious Solution Custom-designed Financial Peace of Mind

Are you one of the 78% of people not satisfied with your financial advisor but don’t know why? The Obvious Solution walks you through why that is and explains our process of delivering Wealth Management.

Avoid the Noise Five Key Concepts for Financial Success

Do you know what you should be expecting from a true wealth manager? Download our resource guide to learn more about the first element of wealth management—investment consulting.

Financial Well-Being: A Rx for Physicians

Successful physicians and their families can benefit tremendously from working with a true wealth manager, who can provide not just personalized investment and advice.