Our Approach

The flõ approach was created from the opinion that anyone's largest financial asset during life is one's own cash flõ.  We believe this is often overlooked in the financial planning process.  The name was derived from the word approach, as defined by Webster's II New Riverside Dictionary:

noun-(2) A means of reaching something: access, (3) A way of dealing with or accomplishing something

The flõ approach helps you make efficient and effective decisions about your cash flõ.  We believe with the tools our approach gives you, you are well-equipped to make good, conscious financial decisions.  This approach includes all facets of financial planning:  investment management; insurance/ risk management; tax planning; and estate planning.  But, what makes us unique is we begin our process by looking at the core reason why we do all of this...to enjoy our life and have enough cash flõ at every stage to live a life we love.

Just as a doctor helps you manage your physical health, we help you manage your financial health.  As a doctor will check your vital signs and establish a baseline for your heart rate and blood pressure; we study your cash flõ to establish baselines and monitor these levels to enhance your overall efficiency.  This approach will inevitably shift your process of making financial decisions.

The flõ approach is just that, an approach to managing your financial decisions most effectively.  We believe this approach will substantially increase your financial security, which in turn frees you up to go with the flõ, not against it.  Enjoy!


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Check the background of this financial professional on FINRA's BrokerCheck