We are here for you every step of the way.
We offer support on the issues that matter most to you. And we go beyond just financial planning, giving you a sounding board and sound advice across a wide range of categories that affect every part of your life.
Our Philosophy
Our greatest strength is our commitment to you. We truly care about our clients, and we value your trust above all else. That’s why we work hard every day to earn that trust.
Personal Assessment
We thoroughly discuss and assess every part of your life, from financial to physical to emotional.
Personal Commitment
We connect with you on a human level and our relationship is built over time by us listening, learning and advising.
Personal Plan
We are willing to spend the time it takes to learn about you and create a customized plan built around your goals.
Personal Attention
We are responsive to your requests and take care of things right away – we want you to call us whenever you need us.
Our Process
We start with an initial plan for you that lasts six months. Each month, we focus on a general topic that covers the full range of comprehensive financial and life planning topics.
Month 1 - Discovery
Financial Goal Prioritization & Life Planning
Month 2 - Love
Estate Planning & Care Giving
Month 3 – Health
A Focus on Mind, Body & Relationships
Month 4 – Wealth
Tax Aware Portfolio Construction
Month 5 – Protection
Comprehensive Risk Assessment
Month 6 - Purpose
Aligning Your Values, Legacy & Passions
