We provide a personalized approach to financial planning starting with informed and engaging conversations about the realities of life and how money will play a role in what’s truly important to you. We help you understand, organize, and manage your finances, with the goal of helping you make your life simpler and more productive.
We value partnership, objectivity, personalization, education, faith and family. If you are solely focused on investments or want a “one size fits all” product, we probably are not a good fit.
We provide strategic direction, bring accountability to the process and make necessary changes when needing to adapt to new circumstances and situations.
Financial Planning Services
How you think and feel about money is at the center of our planning process. We help Individuals who have big questions such as “How do I transition to retirement” or “How do I know if I’m on track to reach my goals”. We help people in transition where planning helps answer time-sensitive questions through a long-term lens.
Once we complete your financial plan and understand your feelings on risk and return, we put your money to work. We believe in the purposeful allocation of your savings aligned specifically with your goals and timeline.
Estate Planning Guidance
We can provide guidance and help manage your legacy and/or collaborate with your existing estate planning professional to minimize the possibility of something falling through the cracks.
We Believe in the Power of Personalized Planning
+ What's involved with becoming a client?
We believe wealth management is a process that requires time, focus, and discipline. How you think and feel about money is at the center of our planning process. We earn trust by being an accessible and accountable guide to the decisions that will shape your financial experiences.
There are several steps to determining if we are a fit. Check out our detailed process for becoming a client here
+ Should I schedule an initial call?
- Check out our website to learn about us and who we typically work with.
- At What Point Am I Ready To Hire A Financial Planner?
- What Does The Initial Meeting Look Like?
After reviewing the above, click here to schedule an introductory call with us.
+ How do we get paid?
There are two main ways we get paid:
- Through financial planning/personal consulting and/or through investment management
- Which fee model is right for you?
We do not have a Series 7 license and cannot be compensated through investment commissions or transaction, only through our advice.
We do maintain an insurance license through U.S. Insurance Brokers and can be compensated through certain insurance solutions recommended within your financial plan, should you ask us to provide this service.
Our asset management fees are tied to our client's account value. Hence, we are incentivized to help the account grow, and work to stabilize account values through difficult markets.