Our Investment Strategy


You've come to the right place.

We are independent advisors and not tied to any one investment company's products.  We recommend the precise mix of securities, bonds, and other financial vehicles that best fits your life goals and values.

Our way of working with you is straightforward.  We offer a complimentary consultation to get to know each other - to learn about your goals and share  our approach to working with clients. Then, we can both determine whether there is a good fit between your needs and our services.  Having a mutually beneficial relationship is of utmost importance to both of us, as your financial success depends on an effective level of collaboration in order to put you on the best path to achieve your financial goals and objectives.

  • Fact Finding... Typically, after the first meeting, we ask you to share more detailed financial information to aid us in our analysis of your financial situation. Be assured that we keep all information strictly confidential.
  • Recommendations & Strategy Review...Based on the information you provide, we examine your current financial situation and determine the best path to reach your goals.   We will discuss the strengths and weaknesses of your current approach and share with you how we may be able to enhance your situation.
  • Implementation ...   If we are able to demonstrate "added value" to you, we probably have the basis to begin a strong financial planning relationship.

To schedule a complimentary consultation to enhance your financial future, call Julie at 734-619-6836.