Our Approach & Process

1st Line Financial, LLC is a boutique wealth and financial management firm. We are dedicated to competently and ethically guiding our clients towards their financial goals. It all starts with the construction of a financial plan that is specific to your needs. Financial planning is an evolving process and not a singular event and over time your plan will grow in clarity, purpose, and meaning. Additionally, we want to simplify the financial lives of our clients by managing their investments and helping them build portfolios that have been constructed to specifically pursue their goals. It all works together! Lastly, we want to do this work with a well-balanced approach between living fully today and planning intelligently for tomorrow.

The 1st Line Process

When making such an important decision only a face-to-face meeting will do – after all, you are entrusting us with your future.

We listen to your “story” and help to clarify and prioritize those things you wish most to achieve in life.

Your 1st Line team analyzes and begins strategizing specifically to your personal goals. There is no one-size-fits-all plan.

We meet to review plan results and recommendations.

  • Investment Reviews including portfolio re-weighting/tax planning strategies/asset allocation and corresponding trade proposals.
  • Investment Portfolio Performance monitoring
  • Annual Financial Plan reviews including “stress testing” to ensure exposure to various risks are understood and managed.

Our Wealth Management Tools & Technology

The Next Step

Your time is a most precious commodity.

So if after reviewing this website you feel that our team might be a good fit for your needs, please contact us to discuss your situation and to schedule an initial, no obligation introductory meeting.

There is no cost or obligation to you at this stage as you try to discern our abilities and develop confidence in our team. At the conclusion of this meeting you will know whether we are the best choice to help you pursue your financial future. The time we spend together will arm you with the information needed for you to make a sound decision. It could be life changing.