We share a common conviction of how important understanding is to our work with you. It is the cornerstone of our practice and the basis of the relationship we form with our clients.

“Our goal is to build long-term relationships with our clients, anchored by knowledge and performance and sustained with trust and integrity.”

Most importantly, you deserve to work with professionals who are as committed to your financial goals as you are. You have our undivided attention, from the first call you make to us, to our first meeting, and any subsequent meetings you choose to have with us.

Stifel Financial Planning Overview

Our first priority is to listen to you. How is your lifestyle unique? How may your life change over time?

“Our process begins with a complete lifecycle review – where are you now, where do you want to be, and how can we help you get there.”

We start by listening to your concerns and pay close attention to any recent or anticipated changes you may foresee. Our guidance is based on your risk tolerance, tax situation, family, and liquidity needs.

Taking a holistic approach to investing, we begin to construct your road map. We use the various pieces of information we gain from listening to you at this initial meeting and subsequent meetings to develop short- and long-term goals and identify your risk tolerance. After discussing them with you, we will implement different investment strategies and then review them with you as often as needed. “It’s not just about now – it’s about helping you pursue your financial objectives for tomorrow.”