our approach
The Total Relationship
The Total Relationship Approach™ aims to redefine the very essence of financial advisory services that tends to focus on pie charts instead of people.
more than money management
From Transactions to Relationships
Total Relationship Planning
TR Life Plan™
Total Relationship Investing
TR Wealth Plan™
Total Relationship Care
TR Care Plan™
It’s time you have a different, higher expectation of your financial advisor. Welcome to the Total Relationship, where financial advice transcends numbers and charts to focus on YOU and giving you the ability to live a better life.
Our ideal client is someone who wants a holistic financial plan and a relationship that will last for decades. We truly want to make your life better.
The Total Relationship Approach involves planning, investing, and care considerations. At its core, this concept has evolved over 25 years of working with individuals like you.
3 Steps, 3 Distinct Aspects
The Total Relationship Approach involves three steps that address three distinct aspects of our client-advisor relationship.
Total Relationship Planning™
(TR Planning™)
Total Relationship Investing™
(TR Vest™)
Total Relationship Care™
(TR Care™)
planning + investing + care
Planning For A Better Life
Life Plan™
The TR Planning step concludes with the creation of your Life Plan, a document that defines your personal F-O-R-M priorities and is an input into your Wealth Plan. It's continually updated with information you share with us throughout the year and during your Annual Review meeting.
Wealth Plan™
The TR Investing step concludes with the creation of your Wealth Plan. It's a document that summarizes your near-term, short-term, and long-term needs—and also helps clarify, plan, and direct all streams of your incoming wealth, including your portfolio income.
Care Plan™
The TR Care step concludes with the creation of your Care Plan, an outline of service touchpoints. Plan to meet with us each year for your Annual Review via phone, Zoom, or in person. We'll also proactively reach out to you 2-4 times a year to stay in the know and flow of your life.
learn more
The Total Relationship In Action
The Total Relationship Podcast
The Total Relationship Book
A different type of wealth conversation starts here
Please answer a few questions and then we’ll connect you with one of our knowledgeable advisors. No obligation involved. Take the first step toward a better life today!
