Financial Peace of Mind in Only 5 Steps
1. Review Our Fees
Please review our fees below and asses whether our firm is a good fit for you. This step involves a preliminary assessment to confirm that our offerings are the right fit for your financial circumstances.
2. Call Us
Call us at (703) 883-0300 and ask to speak with an advisor for a discovery call. This conversation allows us to learn more about your financial situation and it provides an opportunity for you to ask questions about our services.
3. Gather Information
We will assist you in identifying the financial information needed and explain the best ways to provide it. Through close collaboration and careful analysis, we’ll make sure we have all the necessary details and get started on creating your financial plan.
4. Prepare and Present Your Plan
Based on our analysis, we will develop a financial plan designed for you. We will present this plan, clearly outlining strategies for saving, investing, risk management, and other key areas to help you reach your objectives.
5. Implement Plan & Build a Relationship
The final step is putting your financial plan into action. We will assist with executing the recommended strategies and establishing ongoing communication. Life is constantly changing, and it's essential to ensure your plan remains aligned with your evolving needs. To do this, we’ll schedule regular reviews to discuss your progress and adjust your strategies as necessary, helping you confidently navigate whatever life brings.
Our Fees
Advisory Relationship
We are a firm that walks with you through the highs and lows. We spend our days preparing for all of the different ways that life changes. Our most successful relationships are the ones where a friendship is formed and guidance is one call away. We will meet regularly to review your financial situation and be there to guide you whenever you need. Covering all parts of financial life with our expertise in investment management, retirement planning, taxes, cash flow, estate planning, family care, insurance, risk management, and more.
Financial Plan
If you would like a financial plan, we can create and present a plan tailored to you. After your plan is delivered you will be responsible for implementing the changes and there will be no on going relationship with our advisors.
We also offer stand-alone financial planning services for engagements that are tailored to address specific financial concerns (ex: estate planning, etc.) We bill on a hourly based for those and once the issue is addressed, there will be no ongoing relationship with our advisors.
