It all starts with a conversation.
Your family’s finances deserve a family-focused approach.
Schedule your introductory meeting
We’ll talk about your financial situation, goals, and concerns, as well as answer your questions so you can decide if we’re a good fit for you.
- Choose to meet in person, over Zoom, or on the phone
- Pick a date and time that work for you
- Ask your questions and learn how we can help
- No sales pitch, no pressure, no cost, and no obligation
Answers to commonly asked questions
What types of clients do you usually work with?
We work best with family-focused couples in their 50s and 60s who are navigating complex financial lives. Many of our clients are supporting both children and aging parents, managing competing priorities, and looking for a trusted partner to help bring clarity to it all. Our best-match clients are typically:
- Successful professionals with $1M+ in investible assets
- Ready to lean on an experienced advisor for financial guidance
- Looking for a long-term partnership with a team they can trust
The best way to find out if you’re a good match? Schedule an introductory meeting to tell us a little about yourself, ask your questions, and learn how we can help!
Do I need to prepare anything for our first meeting?
You don’t need to bring anything or prepare anything. This is our opportunity to get to know one another. We’re looking forward to learning about you, your challenges, and your goals. And we’re happy to answer any questions you have about us, our services, and what it would be like to work together.
What happens afterward?
If we decide to move forward together, we’ll take a deep dive into your finances — investments, taxes, retirement plans, and anything else that matters to you. Our goal is to understand your full financial picture so we can create a strategy that works for your life.
Seamless Onboarding
During the onboarding process, we’ll handle all of the details — from paperwork to account transfers — so you don’t have to. Our team makes the transition simple, keeping you informed and supported every step of the way.
Creating Your Financial Plan
We’ll develop a personalized financial plan that aligns with your goals, addresses your concerns, and puts you on the right track for long-term success. This is a collaborative process, and we’ll make sure you understand every recommendation before moving forward.
Putting the Plan into Action
Once everything is in place, we begin actively managing your financial strategy. Whether it’s investment management, tax planning, or retirement income strategies, we ensure every part of your plan is working toward your goals.
Ongoing Guidance and Support
We adjust your plan as needed, especially when your life changes, and are always available when you have questions. You’ll never have to wonder where you stand or struggle to get in touch with us.
What if I don’t live in the St. Louis area?
We work with clients all over the country. Instead of meeting in person, we can meet virtually or over the phone, providing the same access and high-touch service as we do for our local clients.
Give us a call
314-919-9151
Send us an email
Find us on online
We’d love to hear from you
If you’re not ready to meet but have questions, please reach out!
