When you work with us, we become a team moving toward your goals. Before we begin, we ask plenty of questions to determine if we will be a good fit to work together, and more questions and conversations follow as we get to know you well.
We believe that financial planning is an active process and typically only moves forward with people who share our level of commitment and seek leadership and guidance. Therefore, we combine education with motivation and coaching; and use state-of-the-art tools to model potential outcomes for your financial plan.
Sal DiLeo, CFP®, RICP®, CASL®, ChFC®, CLU®
Financial Planner, Registered Representative
“Financial Planning” is a verb
Financial planning cannot be a one-time event to have a favorable impact on your life. It cannot be static. Planning must be action-oriented and ongoing to accomplish its purpose of moving you toward your goals.
We work with you to determine what’s important to you and create a road map to help you reach your destination—your unique plan for your particular situation. And we’ll be there to coach you on the steps along the way.