Balance the Heart & Mind
Logic - Critical thinking and thorough planning take the guesswork out of your financial strategy and help you understand the implications of each financial decision you make.
Passion - Emotions trigger the financial decisions you will make in life, both good and bad.
It is the balance between these two forces that will drive the ultimate success of achieving your goals.
The Path to Your Financial Future
There are six areas to a comprehensive financial plan. Financial planning is one continuous journey, each step leading to the next. Since any action in one area affects all the others, a complete financial plan should address all six areas simultaneously.
Multi-Disciplinary Financial Planning
We begin by discovering the financial goals that are most important to you and your family. We then evaluate your present financial arrangements in comparison to these goals. After analyzing this information, we propose a plan to help position you for future financial success.
NautilusElite clients enjoy the benefits of having a team of consultants that work together to monitor and maintain their plan year-round.*
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
Addressing Specific Needs
Through the NautilusBasic process we help develop the foundation for your financial future. We'll meet with you for an in-depth interview, ask the right questions to determine which concepts are applicable to your situation, recommend a solution, and tailor a product that helps meet your goals.
Have a particular challenge you’re trying to deal with? Contact us today and see what we can do for you.