A financial planning approach that reflects your values and life purpose.
A collaborative process that gives you the confidence to enjoy life.
A freedom to share with the people and causes you love.
Your story. Our expertise.
Money is a means for us to enjoy life and to make an impact on the lives of others—let us work with you to make it a positive one. We hope that you will recognize those individuals who have positively shaped your life, and, in turn, serve as an inspiration and mentor to others.
Be able to give back—with resources and time.
The big picture matters. We look at the big picture and have an ongoing, proactive process. Our strategic lens will look at your total financial picture—past, present, and future—and evaluate how we can serve you best. We understand that as time moves on, your financial goals and objectives will change, and our financial planning will evolve simultaneously.
Our offices have remained open during the COVID-19 crisis with a combination of staff in the office and working remotely. Our client meetings are conducted primarily by videoconference and telephone. As we follow CDC guidelines for social distancing and sanitation, we are increasing the frequency and method of sanitizing our offices and have installed plexiglass screens where needed. If you are planning to stop by our office, please give us advance notice.