As you explore our site, we would like to help you gain an understanding of what a relationship with our firm is like. Although each client is unique, the ideal relationship begins with an initial meeting to discuss the circumstances that have motivated you to this search. During the initial meeting, we will work to develop an understanding your current situation and establish the next steps with you.
Below are descriptions of some of the types of situations that we commonly work with and the some of the potential strategies involved. Let us know which you identify with the most.
One of the most common reasons people begin relationships with us is to leverage our insights toward securing a prosperous retirement life. Sometimes people already have a time frame in mind for when they would like to retire (or as least be financially capable of slowing down). And, sometimes a goal is to receive professional input on when that is feasible. Typical ages are usually between 50 and 65.
Here are some of the top priorities that are often addressed in these conversations:
Scott has a very avid passion for supporting small business owners. That influence drives every process that we’ve developed to help you. We understand the unique joys and pressures that entrepreneurship brings. And, here are some of the most common ways that we are involved:
One thing about money is that it impacts almost every aspect of our life. As the situations in life change, so does the need for a professional approach to how finances are affected. If you are experiencing one of the following life events…we are experienced in how to guide you through the next steps:
We routinely begin new relationships with people who are already living in the retirement phase of life. Whether you are new to the area, encouraged by an existing client/friend, or just want to explore alternatives to your existing situation…here are a few of the ways that we add value:
When should you consider working with us to complete the filing of your tax return?
It’s a common question. The decisions around our personal finances are more complex than they’ve ever been. All of the amazing tools and opportunities in our economy amount to more decisions and more questions. We have a defined process for helping deliver an answer to where you are in relation to your goals (And, how to help define those goals if you need that too). Here’s a brief list of the topics we often cover in these type conversations: