Our Approach

What we strive to accomplish in partnership with you:

The Financial Planning Process as we see it:

1. Come to the conclusion that financial planning is an important activity not likely to be accomplished alone.
2. Prepare a comprehensive inventory of assets, liabilities, income and expenses.
3. Determine your financial objectives, risk tolerance and goals.
4. Use Cantlon Financial to evaluate your situation, make and implement recommendations, and monitor progress.
5. As we progress over time, it is very important that you keep us advised of major changes in your life.
6. Since your investment portfolio is individualized, we make better choices for you as we are better informed.