How We Help
Financial Planning to Provide Clarity, Strategy, and Accountability
Our goal in working with you is threefold:
To clarify what matters most to you and how to leverage your resources to achieve your goals
To build a financial strategy that addresses all areas of your financial life, including cash flow, retirement, investments, and taxes
To serve as your partner in holding you accountable to your long-term financial well-being
Our team includes a mix of experienced and empathetic financial advisors and operations staff. Here, you will work with financial professionals with a broad range of certifications, including the highly regarded CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations.
Fiduciary Financial Advice That Helps Navigate Life’s Transitions
We partner with individuals and families in navigating the various stages of their lives. Our mission is to make the most of your resources so you can successfully meet life’s transitions while drawing on our experience to make informed decisions about your future. Some of the types of clients we serve include pre-retirees and retirees, mid-career professionals, and business owners.
Pre-retirees & Retirees
Business Owners
Mid-Career Professionals
Our Wealth Management Process
Our straightforward process is centered on helping you identify your goals and evaluating where you are relative to those aspirations. Then we create a financial plan built around those goals and incorporate your investments, retirement needs, employer benefits, taxes, and more.
Complete an introductory call. We learn what challenge you are facing that made you reach out, as well as the basics of your financial situation and goals, to help determine if we are a good fit.
Create your personalized profile. We review your financial situation and goals, and start to develop the strategies to reach your objectives.
Meet for the first time. We meet to review your assets, goals, and options that can help get you to where you want to be. We can meet in person or remotely, depending on your needs.
Implement the plan. Once we agree on a strategy to help you reach your goals, we will implement your comprehensive financial plan and build your investment portfolio.
Meet annually. We will meet annually (or more as your life changes) to review your plan and see if you are still on track to reach your goals or if changes need to be made.
Comprehensive Financial and Investment Services
Our broad range of financial planning and investment management services are flexible, designed to be delivered over time, as needed, throughout your life. These services include:
Financial Goal Development
Retirement Planning
Investment Management
Employer Plan Sponsor Services
Tax Planning and Management
Employee Benefits Review and Optimization
Risk Management
Estate Planning
Charitable Planning
Higher Education Funding
Special Needs Planning
Our Investment Philosophy
We understand that each person has a different attitude about money and investing and that everyone has different goals for their life and resources. We will work with you to determine the investment strategy that may be best to meet your financial goals. Your portfolio will be adaptable—we will rebalance it regularly, as well as adjust it alongside your changing life and goals.
We build and maintain investment portfolios to achieve the long-term returns our clients need to attain their goals. In structuring your portfolio, we will emphasize low-cost, globally diversified investments to help build toward your return needs while helping to insulate you against short-term market volatility.
And when financial markets do get volatile, we will serve as your coach throughout. We understand that anxiety is natural, and we are here to help you avoid any short-sighted decisions and keep your focus on the long term. To further help you remain calm in the midst of any market weather, we will take the time to understand your emotional temperament as an investor and build your portfolio to help strengthen your ability to stay the course toward your financial and investment goals.
Technology Designed to Simplify Your Financial Life
Our goal is to simplify your financial picture so you can feel confident about your financial direction. We use eMoney Financial Software to help provide you with the ability to track and monitor your financial life all in one place. Use this platform to help stay informed and make better financial decisions.
Get Started
Let’s discuss how we can serve as a financial partner on your life’s journey. We offer a complimentary introductory call to discuss where you are at, where you want to go, and how we may be able to help you.