PROFILE

Monique Pressley

RelationshipManager

Reliable navigation.Skilled and experienced guides.

How we do it

We work to understand your vision and gain clarity of your purpose. We commit our time, talent and resources to study and analyze your situation. We develop plans and strategies for your consideration, and we implement and manage the resulting day-to -day workflows on your behalf.

Bias-checked

Understanding your history, anxieties and points of view.

Process-guided

Making your financial goals more measurable.

Scenario-Analyzed

Considering the range and likelihood of your financial outcomes.

Workflow-driven

Helping manage the workflows of your financial life.

Client-centered

Focusing on your needs, vision and aspirations.

Goals-based

Setting realistic and achievable objectives with you.

Risk-balanced

Identifying, measuring and managing your financial threats.

Roadmap-ready

Creating your financial plan and investment guidelines.

Progress-measured

Evaluating and adjusting as your future unfolds.

Most importantly, we work diligently to surround you with others who will place your needs ahead of their own. That’s what fiduciaries do. They put you first.