Building a Plan That's Right for You
Our work with clients is based on the relationships we develop. As we strive to develop and foster these relationships, we listen. We seek to understand your ever-changing lives and what's important to you. Your needs and interests take priority. We're transparent and informative in our work and holistic in our approach.
Introductions
We can start with a phone call, a virtual meeting, or a visit to our Plainville, Massachusetts, office. These meetings typically last 45 minutes to 1 hour.
Getting to Know You
We'll work together to define an informed vision of your financial future and collect data points.
Developing a Plan
After collecting some initial information, we'll get to work developing recommendations and options for you to consider.
Taking Action
We'll meet with you to present our plan, and fully detail how and why we made our recommendations. We want you to value our perspective, as much as we value your feedback. Two-way communication is key as we work toward finalizing an initial plan.
Ongoing Review and Check-Ins
As your life and circumstances change, so does the plan. We welcome hearing from you with any life situation updates. We'll also meet with you at least annually to review your plan and make any changes that help keep your financial goals attainable.