Our Process

A Process to Get You Where You Want to Go

When we begin working with new clients, it is the start of a relationship. Like any relationship, it takes time and communication to build trust and start to exchange responsibilities. Not only do we want to learn about your vision and what makes an impact on your life, but we also want to share how we generally work with clients and start to share how we would approach your own unique goals.

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Breaking the Ice

We can start with a phone call or a visit to our Nashua office. These meetings typically last 45 minutes to an hour.

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Getting to Know You

Let's work together to define a general vision of your financial future and collect key data points.

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Developing a Plan

After collecting some initial information, our team gets to work behind the scenes developing recommendations.

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Taking Action

We then get together and present your plan and fully detail how and why we made our recommendations.

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Ongoing Review

As life changes, so does the plan. At least annually, we like to work with you in updating any variables and adjusting strategies accordingly.

Getting Started

We are currently accepting new clients. If you would like to learn more or speak with a member of our team about working with us, please email or call our office and speak with one of our advisors.

Contact Us