What We Do

From Alice in Wonderland:
Alice went on. ‘Would you tell me, please, which way I ought to go from here?’
‘That depends a good deal on where you want to get to,’ said the Cat.
‘I don’t much care where–‘ said Alice.
‘Then it doesn’t matter which way you go,’ said the Cat.

The Process

Discovery
We want you to envision the life you want, not the life you or others think you should have. We will help you define your goals with conversation and, at times, exercises. Once you decide where you want to go, we can help you get there.

Information
Certainly there is a lot of information available on the web. Many people are confused by what they read. And the agenda of the source of such information is often obscured…and not in your best interest. We will help supply you with relevant, fact-based information so you can make thoughtful decisions.

Recommendations
Based on what we have learned during the process, we will provide specific recommendations on how you should proceed with your financial life. But always remember that you are the master and the final decision is yours. We are here to support your choices.

Implementation
Many clients want us to continue supporting their efforts with initial or on-going implementation of their plan and investment strategy. Indeed, while the first 3 parts of the process are necessary, they are irrelevant if no action is taken. We ask clients to be honest with themselves. Are they self-starters who can easily motivate themselves to act? Do they have the time necessary to both implement and maintain their plan? If not, we are happy to help them turn a plan into reality. We may think that each of us should be able to be pro-active on our own behalf. But the truth is, this is often hard to do without the continued support of a caring and knowledgeable advisor

During the process, we ask a lot of questions.
We want you to ask questions in return.