As wealth advisors, we work with each client as a personal coach, helping to manage every aspect of your financial life. Once we have evaluated your financial situation, we work with each client as a personal coach, helping to manage every aspect of your financial life. We start by focusing on your goals, objectives, fears and vision of the future. Next, we focus on your finances — including accumulated assets, current income and expenses, taxes, and insurance. Once this is completed, we will work with you to develop a customized financial plan and investment portfolio that meets your financial needs.