Our Mission is to educate and guide our clients using a team of financial specialists to address their unique needs.Our ProcessStep Fit Process- Defining the professional relationship and determining if there is a fitWe will provide you with information about our team, our philosophy, as well as our services and responsibilities to each other if we move forward.We will answer your questions, explain how we are paid and you can let us know what your expectations are if we decide to work together.We will provide you with a document outlining all of this and more for you to review.Neither one of us will make any decisions in this meeting. Instead we will both take 48 hours to decide if there is a fit for us to work together.It is essential we go through this process to make sure we all feel confident about building a professional relationship together. more... See more text