Focused On Your Financial Future
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. It's your life; you should live it the way you want. Read more below about how we can work with you to help your financial needs.
The Poetry of Planning
Our unique P.O.E.M. process is designed to uncover what matters most to you, align the components of your financial life and keep your financial plan up to date.
- Planning
For most of our clients, money is not an end in itself but rather a means to an end-- taking care of family, exploring the world, or leave a charitable legacy. We listen to what you share with us about your values so we can create a personalized financial plan that fits you comfortably.
- Organize
We work with you to simplify and consolidate your financial accounts so you can easily see the big picture and focus on your long-term strategy.
- Execute
Because we are independent, we match you with the investment products and services that are best suited to helping you meet your financial goals. We have no obligation to sell proprietary products or services.
- Monitor
We track your plan, discuss it with you frequently and adjust as needed. You can check your progress anytime through the secure portal on our firm’s website.
Loretta M. Norsten
Client Service Specialist
Melinda L. Brown
Client Service Specialist
