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Meet Nate

Meet Nate

If you are from the Holland area, you probably recognize Nate...

Nate is a Certified Financial Planner® Professional.  With nearly two decades of experience, Nate has the knowledge, experience, and expertise to help you design and implement a financial plan to help you achieve your individual goals.  


The Process 

It's important for you to understand our process. We have developed a 6-step process that will guide you through what helps us create a plan designed for successful results.

INTRODUCTION

First, we’ll keep it simple. We’ll invite you to meet with me so that we may get to know you, you will get to know our firm, and we can discuss what makes our financial advising process so unique.  After this discussion, you will have a chance to review the information and we will plan to meet again to set financial goals based on your lifestyle. 

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GATHER FACTS

Next, we will take our time gathering the facts. Your goals are so unique to you, and our aim is to ask the right questions that will reveal what those very goals are. We will dream big together. It is just the start to the relationship between you and your finances that allows you to feel confident in taking the next steps.

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ANALYSIS

This is where our years of expertise come into play! We examine, organize, and prioritize all of the information we gathered during our fact-finding. We will then take as much time as necessary to build different options and confirm plans that will lead to the best results. It is truly where we excel! 

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CONSIDERATIONS

Finally, we will meet to consider ALL the options. There is never just one way to reach your goals. We will review the strategies developed for you and walk you through them. Whatever you decide, we will always give you the opportunity to change strategies and better accommodate changes in life.

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IMPLEMENTATION

It doesn't make sense to design a plan if you are not going to put it into action. We will take your unique plan and put it to work.  This can be perceived as the most difficult part of the planning process, but our expeirenced team help with a smooth transition.

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PERIODIC REVIEW

As everyone knows, life happens. We design all client plans with flexibilty to accomodate for the changes that may come down he road. Periodic reviews are important to  keep you up to date on your progress and help adjust for any changes that may be appropriate for your plans. 

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Who We Serve

<span>Executives &#38; Professionals</span>

Executives & Professionals

Executives and busy professionals often look to us as their professional advisor to manage their wealth management.  These individuals are busy with their life/work/family and prefer to allow us to take over the day to day management of their plan while keeping them involved at the level they desire.

<span>Individuals &#38; Families</span>

Individuals & Families

We have the privilege of helping generations of clients. We understand all individuals and families have their own unique goals and dynamics, and we have the experience to help guide you to a successful plan.

Retirees

Retirees

You typically only retire once, yet we help clients on a regular basis.  The transition from working to retirement can be unique both emotionally and financially. We help up to, during, and through your retirement to make sure you are set up for financial success.

High Net-Worth

High Net-Worth

High net worth individuals have a unique set of planning challenges that often go unaddressed without our help.  Whether it is estate planning, trust planning, or tax planning, we work with your professional advisors (CPA’s, Attorney, Trust officer, private banker) to help you navigate your planning needs. If wealth is brought on suddenly due to the sale of a business, inheritance, court judgment, or otherwise, we can help you navigate during this time of transition.

Business Owners

Business Owners

As a business owner, it is impossible to separate your business planning from your personal planning.  Those overlap and dovetail in many ways and it is important to incorporate all aspects into your comprehensive plan. As business owners ourselves, we understand the ins and outs of what you work with on a daily basis.  Whether it is group retirement plan design/implementation, Buy/Sell Funding, or Succession planning, we have deep experience in all areas.

Non-Profits

Non-Profits

Non-profit and religious organizations turn to us for advice on their financial and investment planning. Whether it is the implementation and management of an endowment/investment account, or working with donors to help with their gifting needs, we can help.

Questions? Comments?

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