Client Center

Becoming a Client

During our first meeting we will focus on creating a comprehensive plan for your financial well-being, including how you invest your money, home-buying plans, retirement planning, spending goals, and everything else that is important to you.

We will send you following documents to better prepare us both for your first meeting:


Use this calendar checklist to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care. Questions? Just give us a call and we'll be glad to help!



Existing Clients

We are committed to assisting you with your ongoing financial planning needs. Part of this commitment involves touching base with you to make sure the information we have for managing your portfolio matches your expectations. Our annual meetings provide us with a wonderful opportunity to catch up with you and to continue our understanding of your financial priorities. They also give us a chance to review the financial details that guide our decisions involving your portfolio. 


 The Collective Connection

The Collective Connection is our way of reaching clients on a more personal basis- whether it's through our quarterly lifestyle based newsletter - or our new video series, our goal is to stay connected. 

Read our newsletter here:

March 2020​  ​December 2019​  ​September 2019​ 

In addition to our newsletter, we now have a YouTube channel! We'll share short informational videos on various financial topics!

In retirement will you be ‘the searcher’, ‘the adventurer’, ‘the continuer’ or ‘an easy glider’? In the first of our new video series, Greg covers how retirement is more than just numbers! 

Check out our YouTube page for new videos!