Timeless values.
Current strategies.
Tech forward.
Values based planning
Advice and planning centered around what matters most to you. Your hopes, dreams, and core life values guide us along the way.
Convenient, timely meetings
Meetings are offered evenings and weekends to fit into your busy life. Virtual meetings bring the experience home to you. Sit back and relax.
Comprehensive, holistic planning
Financial planning touches every part of your financial life. From taxes to retirement to budgeting to estate; if it has a dollar sign on it, we’ll plan for it.
Relationship based service
Success in financial planning means building relationships. As a service based fiduciary, I remain focused on you and your goals.
Investing, the way it should be
Simple, elegant, and convenient investing platform built around the modern experience.
Powerful tech and tools to bring it all together.
Apps and tech designed to simplify, clarify, and amplify your pursuit of prosperity.
“Someone is sitting in the shade today because someone planted a tree a long time ago”
— Warren Buffett
The Onboarding
Experience
The ongoing financial planning relationship begins here. A flurry of meetings in the first 3-4 months sets the foundation of your future growth. From these meetings, a complete financial picture is captured and an initial plan is created. Including everything from values and goals to investments and taxes, this is the “meeting you where you are” part of the process. In addition to collecting information, you’ll get acquainted and accustomed to the various tech platforms we’ll use going forward. Once onboarded, we’re off and running.
The Annual
Calendar
Once onboarding is complete, the annual calendar takes over. The annual calendar serves as a guide throughout the year, ensuring we catch everything on an annual basis. We’ll review all relevant parts of your plan as the year continues, focusing on seasonally important topics such as taxes and open enrollment when the time comes. Don’t worry, these topics are not limited to their place in the calendar. We can cover any issue that needs attention at any time. This calendar makes sure we cover everything during the year, but ultimately your needs come first.