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Client Centered
Near or far, we’re here for you.
Everything we do, we do for our clients, including accommodating for distance. Though our office is located in downtown Lafayette, Indiana, we are well equipped to work with clients anywhere in the country. For this reason, we offer options to schedule appointments via Zoom (or your preferred video conference platform), over the phone, or in person. No matter the distance, we work diligently to build strong relationships with all of our clients.
When our clients decide to work with us, they know they will be advocated for, educated, and treated like family. We truly deliver a client-centered process, beginning by listening to you and your goals. We want to hear your story, and what money means to you or your entity. What are you passionate about? What do you value? What do you want to accomplish?
Given that background, we’ll follow CFP® Board’s Financial Planning Practice Standards to build your financial plan; one that reflects your unique goals and values. We’ll recommend solutions that we believe will give you the best likelihood of making your plan a reality, and we’ll stick with you each step of the way as we work to accomplish your goals. You’ll have online access to world class tools to organize, track, and plan your finances.
Thinking of scheduling an introductory appointment, but unsure about meeting remotely? We’re willing to go the distance to meet you in person for a discovery meeting. Schedule a phone appointment to discuss your options today.
Working With You
I want to hear your story, and what your money means to you or your entity.
What are you passionate about? What do you value? What do you want to accomplish?