A successful financial plan is grounded in a strong client-advisor relationship centered on education, personalized advice, and trust. We want to be as emotionally invested in your long-term success as you are.
Establish a Relationship
Together, we’re building a relationship—one that starts with truly getting to know you through an honest dialogue. The stronger our relationship becomes, the more comfortable you’ll feel working with us. Some of our strongest relationships with clients go back all the way to the founding of ZEA.
Identify Your Goals
In our introductory meetings, we’re learning about your short- and long-term objectives and evaluating your financial situation. A thorough assessment of where you are currently is essential before we can develop your financial plan and offer recommendations. Our research-intensive process takes everything into consideration, including your comfort with risk, as well as your family and employment circumstances. Planning and preparation are key. Once we understand your needs and goals, we can create, plan, and customize solutions to help you achieve them.
Review Recommendations
Monitor Your Progress
Our commitment to you is ongoing. We pride ourselves on accessibility and remain connected through ongoing meetings and portfolio updates. As your life and circumstances change and evolve, we will make sure that your plan stays up-to-date and on track.
Helping you take care of yourself and your family—that’s our priority. And it all begins with a conversation about your goals, your hopes, concerns, needs, and dreams.
Let’s get started.