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Our Process

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.

Tools You Can Use

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.

Resource Center
Caroline (Carrie) Aarons

Caroline (Carrie) Aarons

Client Service Specialist

Fanitta R. Ballard

Fanitta R. Ballard

Client Service Administrator

Kym Lunardi

Kym Lunardi

Executive Assistant

Mukund G. Pai (Retired)

Mukund G. Pai (Retired)

Chief Entertainment Officer

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