Wealth Manager
Current Conversations
01. About Us
We believe that money is simply a tool to help you lead the life you want to live. So we focus on developing relationships far deeper than some financial conversations, some investment allocations and some checklists. While those things are important, our purpose is to lead you to a better place through partnership and objectivity, empathy and compassion. Faith, family and community are at the heart of why we do what we do. We just happen to be financial planners.
02. Our Approach
We believe in asking important questions about what you value most in life, what you hope to avoid, how you best make decisions and how you feel motivated. It takes the whole team coming together to support you. That’s why teamwork and partnership are two of our six core values that drive our every decision when tailoring our communications and financial planning advice.
03. Our Process
Financial planning is a pre-requisite to any new investment relationship. Our process is to first identify and prioritize your goals, then strategize on how to align your vision and wealth by helping you create healthy habits. Investments come second where we then bring accountability to the process by implementing the plan and making changes when needing to adapt to new circumstance and situations.
Our Services
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.
Investment Management
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
Latest Publications
Every time we learn something new, we're able to share those insights with others, often when they need it most. But it takes courage to put yourself out there, try something new, and ask the questions that you don't know the answer to. However, fearing something can create an adrenaline rush that may be just what you need to get unstuck and overcome the things you don't want to confront. Maybe the thing you fear should instead become the goal?
This magazine is all about diving into the complicated stew of feelings about money that maybe you didn't even know you had. Identifying your conscious and unconscious barriers and acknowledging them to move forward. What you learn about yourself may surprise you, and may you transform your relationship with money and those you care about most in life.
Access the full magazine by clicking the cover page below:
