CoPilot
Financial Advice
A coordinated financial planning experience that helps you prioritize important financial decisions into one unified outcome.
Free Ebook
How to Get Financial Advice That’s Right for You?
A guide to finding the right partner.
Free Ebook
Your Consumer Guide to Financial Planning
A guide to starting your financial plan.
Why Partner With Us
Independence
We’re not tied to proprietary products, banking or insurance company relationships. We serve you first and offer customized strategies tailored to your needs.
Objectivity
Consulting with you and proving insight at moments of decision making so you can make informed decisions.
Proactive
Anticipating your life transitions and to be financially prepared for them by regularly assessing any potential life situation that might be coming.
Accountability
Partnering with you to prioritize your goals, show you the steps you need to take and regularly review your progress towards achieving them.
Partnership
Striving for the best life possible by understanding your background, philosophy, needs, and objectives.
CFP® Advantage
A CERTIFIED FINANCIAL PLANNER™ certification means the financial advisor has fulfilled rigorous education and experience requirements set by the CFP® Board.
The Importance of Independence
What We Do
Financial
Planning
Retirement Income
Planning
Investment
Managemet
Insurance
Analysis
Coordination with
Other Professionals
Review
Meetings
Who We Serve
How We Work
Three Ways We Can Work Together.
One-Time Plan: For do-it-yourselfers who want a professional perspective. Comprehensive financial plans designed to answer all of your questions and create a clear path forward toward your goals.
Ongoing Planning Advice: An ongoing financial planning engagement. We will work with you to develop an initial financial plan and investment portfolio. We will then continuously monitor both the plan and the portfolio performance, making adjustments as necessary. We’ll have regular communication and meetings with you to make sure we stay on track.
Investment Management: We will meet with you to determine your time horizon and risk profile, and recommend an investment portfolio that is right for you.
Our Process
EXPLORE
We explore your needs, wants, wishes and develop a foundation for us to get started.
DISCOVER
We listen to your perspective, gather documents and get to know your unique values and vision for the future.
CLARIFY
We listen to your perspective, gather documents and get to know your unique values and vision for the future.
INSPIRE
We use the insights and knowledge we gathered about you to implement the financial strategies to support your lifestyle.
ASCEND
We regularly monitor and provide review meetings to track your financial progress against the goals we have set together to ensure you are making progress.
Contributing to Your Success
*Entities listed here are not affiliated and are under separate ownership.
