Our experience tells us that we are not all things to all people, but we are all things to some. This is why our first meeting with a prospective client is to simply determine if there is a mutual fit. We never ask our prospective clients to make a decision, nor do we make any decisions during this first meeting.
At the conclusion of this meeting, we encourage our clients to go home and take some time to think about what they have learned, while at the same time our team evaluates if our practice is aligned to serve the desires of the prospective client.
Only after some time away and mutually determining with our prospective clients that there is a fit do we engage in our process.
The financial world is more complex today than ever before. Events in one part of the world can create a domino effect that can impact your finances on this side. From Geo-Political events to technological advances, forces beyond anyone’s control can impact your financial future. This is why we focus our practice on things that matter to you, and on things that we can control. What we can control are the utilization of strategies that take advantage of beneficial tax-law provisions and removing as much risk as possible so that regardless of how things evolve, the things and people that matter to you are always protected.