How It Works
A Confident Approach to Financial Success
It All Starts with You
Our process is designed to guide your financial journey with clarity and purpose. It begins with deep listening and the creation of a personalized Vision Statement that reflects your goals and values. From there, we focus on coaching, educating, and empowering you to make informed decisions with confidence. We develop a customized, long-term strategy tailored to your life stage and priorities — and back it with personalized support that ensures you always feel cared for, never overwhelmed.
The Skinner Copper & Ehmen Way
STEP ONE
Discovery and Vision
Everything begins with listening. In our initial meetings, we sit down to understand your story — your goals, your values, your family dynamics, your concerns, and your dreams. From that conversation, we co-create a Vision Statement, a one-page roadmap that reflects who you are and what you want from life. This becomes the foundation for your financial plan — and like life itself, it evolves over time.
STEP TWO
Education and Empowerment
Our role is not just to manage money — it’s to coach, educate, and empower. We guide our clients through investment fundamentals, market behavior, and risk. We host educational events, answer every question, and make sure that each client feels informed and in control. Whether we’re explaining the difference between ETFs and mutual funds or coaching on student loans, college savings, or estate planning — we break it down simply, with patience and clarity.
STEP THREE
Planning That Supports Every Stage of Life
We develop customized, long-term strategies that grow with our clients:
For the early-career client, we build foundational habits in budgeting, savings, and portfolio management.
For the working professional or business owner, we optimize accumulation, tax planning, and succession strategies.
For the retiree, we develop income distribution models and conservative cash flow projections that bring peace of mind for decades.
For the family navigating loss, growth, or legacy planning, we serve as steady, informed partners.
Every plan is designed to balance growth and protection, today and tomorrow, individual goals and generational impact.
EVERY STEP OF THE WAY
Personalized Support and Seamless Service
Behind every advisor is a dedicated support system that makes everything easier for the client. From organizing paperwork to streamlining account setup, our team ensures that clients feel cared for, not overwhelmed. Our servicing specialists, along with estate attorneys, CPAs, and valuation experts with whom we have developed relationships, all work together to meet your needs with precision and compassion.
Ready to take the next step?
Connect with an advisor today and let’s start building your financial future together.