Our Process
One size fits all? Hardly.
First, we begin with the end in mind. (Thank you, Stephen Covey.*) Where do you want to be 1 year from now? 5 years from now? 10 years from now? Your situation and vision are as unique as you are. And your financial path should be too.
Do you know why you own the investments you do and the role each plays in your financial picture?
This is your money, so we make sure you understand your portfolio, the strategy in place and how it intends to accomplish your goals. We carve out a path forward and help you maintain the discipline required to follow it, serving as your coaches along the way.
*7 Habits of Highly Effective People, Stephen R. Covey.
Gautam M. Pai, CWS®, AIF®
Financial Advisor
Caroline (Carrie) Aarons
Client Service Specialist
Fanitta R. Ballard
Client Service Specialist
Kym Lunardi
Client Service Specialist - Client Experience
Mukund G. Pai (Retired)
Chief Entertainment Officer
Mara Scherer
Office Coordinator
Michael Ramer
Team Associate
Tools You Can Use
We have compiled a resource library to help you with your research and planning. A glossary of terms, tax resources and a collection of financial calculators are available to you. If you don't see what you need, feel free to give us a call at 440.349.5110 with questions.