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Holistic Meaningful

Professional Advisors delivering holistic and meaningful advice to create a better financial future for their clients.

Programs & Services

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  • I am an individual

  • I represent a business

Our Individualized

Process

  • Initial Consultation

    Step 1

    Initial Consultation

    Overview of our process. Review your financial situation. Establish financial goals and identify concerns.

    Gather Data
  • Gather Data

    Step 2

    Gather Data

    Compile all relevant data to assemble complete financial picture.

    Analyze
  • Analyze

    and Develop Strategies

    Step 3

    Analyze

    and Develop Strategies

    Analyze current situation and develop comprehensive strategies.

    Presentation
  • Presentation

    of Recommendations

    Step 4

    Presentation

    of Recommendations

    Periodic progress and growth update meetings. Check status of recommended actions and goals achieved. Determine if life events warrant modifications to strategy.

    Implementation
  • Implementation

    Step 5

    Implementation

    Evaluation of financial recommendations. Establish timeline for execution. Commence with implementation.

    Progress & Growth
  • Progress & Growth

    Updates

    Step 6

    Progress & Growth

    Updates

    Check status of recommended actions and goals achieved.

    Progress & Growth

Awards

2015 - AJC Top Work Places

2015 - AJC Top Work Places

2016 - AJC Top Work Places

2016 - AJC Top Work Places

2015 - ABC Best Places to Work

2015 - ABC Best Places to Work

2017 - ABC Best Places to Work

2017 - ABC Best Places to Work

2018 - ABC Best Places to Work

2018 - ABC Best Places to Work

2017 - NAIFA Top Female Advisor

2017 - NAIFA Top Female Advisor

2017 - NAIFA 40 Under 40 Advisors

2017 - NAIFA 40 Under 40 Advisors

2014 - Top CEO Award

2014 - Top CEO Award

2012 - MassMutual Chairman's Trophy

2012 - MassMutual Chairman's Trophy

2013 - MassMutual Chairman's Trophy

2013 - MassMutual Chairman's Trophy

2014 - MassMutual Chairman's Trophy

2014 - MassMutual Chairman's Trophy

2015 - MassMutual Chairman's Trophy

2015 - MassMutual Chairman's Trophy

2016 - MassMutual Chairman's Trophy

2016 - MassMutual Chairman's Trophy

2017 - MassMutual Chairman's Trophy

2017 - MassMutual Chairman's Trophy

Contact Us

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