It all starts with you. Connecting your values to your money and helping turn your financial goals into reality.


Understanding you

The most critical part of the Real Wealth Approach is getting to know you. Learning about your goals and values, and discussing the important people, places, and things in your life. This allows us to create, with you, a personalized wealthy strategy. Proper financial planning can only happen if together we know what we're planning for. Proper portfolio management can only happen if together we know the purpose of the returns being sought. Finally, proper ongoing service & review can only happen if together we know what should be top of mind.

Discovery is unique

Discovery will always differ a little from person to person as everyone is unique, but it's important to note that discovery is about more than just the specific financial aspects of your life. Yes, we work together and with our extended team of financial specialists to account for things like:

  • Wills
  • Power of attorney
  • Insurance
  • Tax planning
  • Charitable giving
  • Estate planning
  • Current investments

But, we do so within the context of:

  • What's important to you about your money?
  • What does success look like in the future for you and your family?
  • What are your personal and professional goals?
  • What would you like to spend more time doing?
  • What does retirement look like to you?
  • How do you want to be remembered?