Our process begins with a complimentary 30-60 minute discovery meeting to gain clarity on the vision you have for your family’s future. We often uncover opportunities to minimize risk, increase tax efficiency, and identify unknown blindspots. After this meeting, we’ll have a clear, mutual understanding of your financial priorities and we’ll put together an outline for how our team can help you execute. Our ultimate goal is to align your life goals with your financial decision making and through our partnership and accountability, improve the probability of successful outcomes.

At Spring Street Financial, we do things differently.

1. We create a written plan. It's not just talk.
2. We do what we say. It’s not on you to follow up.
3. We're here for the duration. And we mean it.