Come casual or wear a suit – we don’t care.  Enjoy a glass of your favorite beverage or cookies and milk.  We want to be an integral part of our clients lives for life.  We welcome working with the other advisors of our clients – our collaborative process demands that we play nicely with others to get the best results for you.  You can analyze, laugh, strategize and cry at the Planned Approach.  Our relationships are all about honesty, partnership, and trust.

Because we cannot serve everyone and still provide the best service to our clients, we work only with clients who have investable assets over $2,000,000.   No planner in our office has more than 65 client relationships – it would be impossible to serve each client at the optimal level if we had more.

Our clients have very unique situations that may stem from their finances, businesses or personal lives.  They need highly technical knowledge. Many of our clients come to us when they realize they have outgrown their current advisor who serves everyone, but does not have the time for in-depth wealth management.  They feel confident that we are current and educated about the issues of their lives.  For people who are not yet able to work with us, we suggest contacting the Financial Planning Association.