In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?
We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your “why” is just as important as the “how”. From our initial meeting, we want to know what truly matters to you. Once we’ve established your goals, we’ll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.
Beyond your initial plan, we’re here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones’ lives.
Our Guiding Values
While numbers are important in our planning to maximize your after-tax spendable dollar, we believe that financial planning is more than just numbers. It’s about helping you achieve your goals and dreams, while respecting your values and emotions. That’s why we are guided by three core values: curiosity, empathy, and transparency.
Curiosity
We are always learning and improving, striving to be the best, not the biggest. We keep up with the latest research and trends in financial planning, and we apply them to your unique situation. We are not afraid to challenge ourselves and explore new possibilities.
Empathy
We listen to understand, not to judge. We know that money is more than just a tool, it’s a reflection of your hopes, fears, and aspirations. We create a safe and supportive space for you to share your financial story, and we tailor our advice to your needs and preferences.
Transparency
We are educators, not salesmen. We are fee-only fiduciaries, which means we only work for you, not for any other party. We charge a flat fee for our services, so you know exactly what you’re paying and what you’re receiving. We explain our recommendations in clear and simple terms, and we welcome your questions and feedback.
