We want to help

You’re smart and successful. You went to college. You secured a good job for yourself. And now you’re ready to get your financial house in order. But it’s complicated and you don’t know where to start. You want someone to explain your options with your student loans and credit cards. You also want to save for a down payment on a home and take a trip to Brazil next year.

 

I’m so happy you found us. I know how hard it can be to find the right financial advisor to work with. I was there, too. But if you’re open, willing, and ready to invest the time, money and energy into a financial planning relationship, I know we can help. And we want to help. We can’t wait to help you feel the peace and clarity that you so deserve with your money.

SCHEDULE YOUR COMPLIMENTARY CALL

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I believe that if I can help simplify my clients’ lives by building a solid financial plan, and strive to give them confidence and more direction than they may free up their time and spend it in more fulfilling ways. I know how important balance is to a family and how having confidence in your financial plan can enhance that balance.

– Tommy Martin, Founder/CEO

WHAT WE’LL COVER

  • Budgeting & Cash Flow

  • Student Loan & Credit Card Debt

  • Business Planning

  • College Savings

  • Employee Benefits Optimization

  • Estate Planning

  • Financial Goals

  • Insurance

  • Investment Analysis

  • Retirement Planning

  • Risk Management

  • Tax Planning Strategies

What to expect

Discovery Meeting

  • 30-minute Discovery Meeting, where we’ll determine if we’re a good fit for each other.

You First Month

  • 90-minute Data Collection Meeting to review your current financial data and define you short- and long-term financial goals.
  • 90-minute Strategy Meeting to review specific strategies to address each of your financial goals. Successful strategies are ones that are jointly selected by the both of us.
  • 60-minute Implementation Meeting, where we start implementing agreed-upon strategies. We’ll coordinate the entire process and reach out to your other advisors, like your attorney or CPA.

Three-month & six-month check-in phone sessions

  • 45-minute check-in call at the three- or six-month mark. We want to make sure that you are on track and not having difficulties in implementing any part of your financial plan. If there are any updates we need to make towards any strategies, we’ll make note of them here.

SCHEDULE YOUR COMPLIMENTARY CALL

What we do for our clients

Organization

We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).

Attentiveness

We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Objectivity

We bring insight from the outside to help you avoid emotionally driven decisions in important matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

Proactivity

We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education

We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Partnership

We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

Contact Us

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