In our experience, sorting out financial complexity starts with a simple conversation.

Our orientation meeting together entails a conversation focused on your current situation. Together, we will discuss your  near and long term plans and goals, from a personal as well as financial perspective. We review and discuss the process we use to create a plan unique to your lifestyle, along with an overview of CFA's organization and the backgrounds of our Principals and Advisors.

Creating a comprehensive financial plan lets you and the financial planner fully analyze the many different options that you must consider before making your final decisions. The key to a successful plan is for you to have an opportunity to study the impact, both short and long term, of the decisions that you are considering. This initial conversation is the first step of the financial planning process. It is followed by:

• Gathering financial data
• Development of a personal financial plan
• Orientation to the fundamentals of investing through "The Investment Talk"
• Development of a recommended Investment Portfolio
• Ongoing portfolio management and service