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How We Work

Relationships are an integral part of our social and business communities. The depth and quality of these relationships go a long way in supporting the goals that we all strive to reach. That is why we are proud to tell you that when you partner with our firm for financial guidance, you are entering into a relationship with an experienced financial advisor who is dedicated, knowledgeable and operates with integrity to help you achieve your goals.

Full-Service Planning and Investment Management

For those who don’t have the will, skill, and/or desire to implement strategies on their own, we are here to help.  We will deliver a financial plan, provide ongoing coaching, and implement the strategies on your behalf using professional money managers, tailored investment portfolios, and top-rated insurance providers.

Ongoing Financial Coaching

Ongoing Financial Coaching

For those who prefer to implement strategies independently with guidance, we offer ongoing coaching, which includes a comprehensive financial plan, on-demand meetings, regularly scheduled meetings, and financial goal accountability through prioritization and monitoring of strategy implementation.  Think of us as your financial coach, encouraging you not to lose sight of your goals.

Financial Planning Roadmap 

For the “Do It Yourselfer” we will provide you with a well-thought-out and meaningful plan that is easily implemented through a limited engagement with our team.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 1.833.411.MYFA (6932)