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Client Education

Client Education

Our commitment is to ensure you have the necessary knowledge at your fingertips as much or as little as you want it.

We believe education is an important first step in developing a client relationship and this is supported starting with our initial engagement with you and ongoing with client events, industry expertise lunch & learn, and more.

Making the decision to move your most important asset – your money – to a financial advisor is one of the biggest decisions you’ll make and we work hard to earn your trust so you can feel good about that decision. It’s why education begins the first time we meet you.

Our initial meeting with you centers on your financial goals, hopes and dreams and what you are looking for in a financial advisor. We then spend time educating you on our financial planning and wealth management philosophy, along with more information on our services, what you can expect from our team and what it means to be a fee-based advisor.