Broker Check

Fact Gathering

Making a sound life decision typically begins with accounting for all the relevant information and how it affects you and the people around you.  This is specifically the reason why it is important for us to gather all the financial facts that make up your household. 

We will begin by asking questions to help uncover all of your assets, liabilities, expenses and income.  This information is going to help us create an initial blueprint that will guide us through goal creation, investment management, and retirement planning.

After the initial fact gathering stage we expect to have a better understanding of what you are trying to accomplish, and a better idea of how to accomplish it.