A Simple Process With Your Needs in Mind
Managing finances can be taxing, especially with the demands of your professional and personal life. You deserve a thoughtful, personalized approach designed to fit your needs.
A Process Designed to Address the Challenges
No Time? No Problem.
Our tailored services and proactive management handle the day-to-day details of your finances, freeing you to focus on your professional and personal commitments.Don't Know Where to Start? That's Okay.
No definitive starting point? We understand your current situation and need to align your financial responsibilities, saving you time and mental fatigue without taking time away from your work.
Need More Information? We’ve Got It.
Our educational-style support simplifies everything, ensuring each interaction leaves you informed, equipped, and better than yesterday so you can keep moving forward.Inexperienced? Let Us Guide You.
Have the time and interest but lack the experience? With the support of seasoned professionals, you'll gain hands-on experience, ensuring your financial plan is efficient and effective.
Initial Appointment: What to Expect
Our one-hour initial appointment, in-person or virtual, is complimentary and designed to be informative and exploratory with no obligations. Bring any relevant financial documents and, if you wish, your spouse or partner. If more information is needed, we'll schedule a follow-up and provide a tailored Trajectory Report.
Understanding Your Needs
We'll discuss your lifestyle, expectations, and personal/professional goals.
Introduction to Summit
Learn about who we are, what we do, and how we can help you.
Q&A
We'll answer any additional questions you may have.
