Our Approach

The Catalyst Approach

For investors who want a lifelong relationship with a trusted financial advisor who understands the hidden costs of risk, Catalyst Investment Counselors is an income-planning specialty firm that crafts plans and portfolios to preserve what’s yours.

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Values that Get Right to the Point

We say what we mean, and we do what we say

We’re a hands-on fiduciary firm that is required, by law, to do what’s in the best interest of our clients. But we would do that anyway and have since day one. That’s because we truly care about each client and want you to succeed – with finances and in life. The best way to do that is to conduct ourselves with honesty and trustworthiness. It’s what we are most proud of and is woven through the fabric of our firm.

We take it to heart

Catalyst understands risk and makes protecting our clients’ wealth a priority. We do that because we’re invested in what happens in their lives so they have peace of mind in their later years. With compassion for the families, we work side-by-side with, and appreciation for their lifetime of hard work and planning, we endeavor to make their dreams and aspirations a reality.

We learn so
you'll know

We consider ourselves lifelong learners with a passion to educate, but it’s more than that. We incorporate best practices into our business and offer individualized coaching strategies and solutions to our clients. That means seeking new ideas and integrating them where they fit. And when our clients have a problem, we’re here to help solve it.
"Talent wins games, but teamwork
and intelligence wins championships."
Michael JordanNBA PLAYER & BUSINESSMAN

OUR PROCESS

How We Work Together

This is a relationship business, and nobody is more important to us in the relationship than you – our clients. We pledge to put your needs, goals and aspirations first as we work through our tried-and-true process to ensure you are ready for retirement.

Discovery
Discussion

When you decide we’re your team, we move to this hour- or two-long session where we discuss the important questions about wealth. We discuss our strategies for getting you where you want to be and talk about your options.

Presentation
& Education

We provide a personally tailored financial plan that addresses your goals and makes recommendations for achieving them. We explain the intricacies about the plan so you’re comfortable and understand the components of it.

Implementation
& Integration

We put your plan in action! The portfolio we design will be clear and concise and will define what will be done and when. You will have access to your portfolio through your Fidelity account technology.

Maintain
& Manage

We meet with you regularly, so your plan remains on track. Life changes, and we’re here to help you update your plan when necessary.

Need Our Team
In-Between?

We're here for you. Call us anytime.

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