We were recently featured in South Bay Magazine! We wanted to thank all our wonderful clients for making our business such a success. Here's a clip from the article and the rest of the interview can be viewed by clicking the link below.
What sets your business apart?
“We love our clients and help them clarify their goals for the future. We then help them implement each step along the way and monitor the progress. We want to make your financial journey a fun and relaxing process...
A comprehensive and sound financial plan cannot be properly completed without taking inventory. As our client you have access to your own personal financial website that will provide an overview of your entire financial life. Your website is completely secure and will display your investments with us, your home and mortgage balance, company retirement plans, investment property and everything in between.
We begin by sitting down with our clients to understand their goals, objectives and worries. After we understand what our clients need help with and want to accomplish we can take inventory to see how to bridge the gaps.
Years of experience have prepared us to guide you through your life transitions. After creating goals, objectives and taking inventory it is time to digest all the information and come up with a financial plan. Using cutting edge software we can map out a plan that we will present to you to make sure we are all on the same page.
We will present our financial plan and investment recommendations to you during our next meeting. After we are all in agreement we will work on implementation and tightening everything up.
Once we are comfortable with the plan it is still important to be diligent with our monitoring. We will meet periodically to make appropriate changes and keep you and your family on the path to success.