Where are you on your financial journey?
Financial Life Planning
At each stage of your life’s journey there are specific challenges, pitfalls, milestones, and opportunities. We’ll guide you through them with an equal focus on planning for your future and living your great life today. Select your current stage to see how we can guide you from where you are to where you want to be:
Embarking On a New Career or Business
Setting Your Financial Foundation
Building Your Wealth
Safeguarding & Managing Your Wealth
Preparing for Retirement
Retiring & Living Your Legacy
TARGETED PLANS FOR A SINGLE GOAL
Along your financial journey are major milestones marking not only life events but also significant financial challenges. If you are at one of these major milestones, we can help guide you through the financial challenges to achieve your goal. You’ll receive a comprehensive plan related to your goal, which will guide you from where you are to where you want to be.
COMPREHENSIVE FINANCIAL LIFE PLANNING
Fee-Only & Fiduciary
We believe financial planning should be a profession rather than an industry - that planners should act more like doctors than car salesmen. When you go to a doctor, you expect the best diagnosis for your health, not to be sold a product. The same should be true of your financial planner.
As fee-only financial planners, we only accept compensation directly from our clients for the advice we provide. Meaning we don't have the typical conflicts of interest which come from commissions, kickbacks, or other forms of hidden compensation. Our loyalty is to our clients.
As a Registered Investment Advisor, we chose to be held to the highest fiduciary standard in the industry. We are required to serve our clients' interests first in all aspects of planning and to fully disclose potential conflicts of interest. This isn't just a policy for us, it's a legal obligation.
We take an integrated approach which considers your entire financial picture. Planning goes beyond investments and retirement to incorporate all of your goals and includes cash flow analysis, tax planning, risk management, career development, debt management, estate planning, and more.
We view money as a tool to help you achieve your great life, both now and in the future. We begin our planning process by understanding your life goals, and then develop recommendations to help you achieve them. Every plan and every recommendation is designed with one goal in mind: to get you to your goals.