Our Approach

Helping create restful nights.

We help create restful nights for our clients knowing they have a plan that can withstand the market’s daily ups and downs.

Our streamlined process helps you focus on what matters most. Together, we create a thoughtful plan that gives you the best likelihood of realizing your most important financial goals.

We make recommendations based solely on what best serves your near and long-term goals. This makes our approach fundamentally different. By combining intelligent and emotional based financial planning - we help you build a more secure financial future.

Intelligent Planning

Our approach to investing starts by identifying your most pressing financial issues and concerns. The investment approach embraces the facts that have come from decades of academic and practitioner research. We’ll help you build a plan to withstand market turbulence and free you to focus on what's most important to you. We’ll help you think through the key decisions that will impact you and your family for years and decades to come. This is done by creating a plan that considers an appropriate investment strategy, risk management, tax minimization, and more.

Emotional Planning

We set out to deliver a clearer sense of direction and calm to our clients to help ease the anxieties and worries that can come with money. We’ll help you learn to understand turbulent markets and rest easier knowing a plan is in place that ultimately accounts for inevitable market uncertainty. We'll help you understand the risks your assets are exposed to and ensure you're only taking on as much risk as you have the ability, willingness, and need to do so.

Our Process

1: Getting to Know You

Tell us your story. Tell us what you want out of life. What are your plans and goals? Tell us about your needs and concerns around your wealth? This is when we learn where you are, where you’d like to be, and what’s most important to you.

2: Building a Foundation

Our goal with this meeting is to help you get your financial house in order! We’ll work with you to create a household balance sheet and tracking cash flows to set realistic budgets. Using our financial planning tool, we’ll input all your personal information, along with relevant financial documentation such as account statements, W-2s, tax returns, estate documents, etc. into a living breathing financial plan just for you.

3: Advanced Planning

Going well beyond investments, we'll help you take intentional steps to address your most pressing needs. Advanced planning helps you address all phases and goals of your financial life. By discussing your desired outcomes, we can plan for the things that really matter:

Services Areas

  • New Home Purchase
  • Establishing an Emergency Fund
  • Insurance Planning
  • Family Planning
  • Wealth Maximization
  • Educational/College Funding
  • Student Loan Repayment Planning
  • New Business Funding
  • Retirement Planning
  • Estate and Trust Planning
4: Tracking Progress: Ready, Set, Live!

Finally, we implement the plan so you can relax! Utilizing evidence-based investment managers and strategies to monitor your plan you can concentrate on the things that matter. Our plans are designed to evolve with your life.

We believe in outcomes-based wealth management. Were we able to buy that second home? Were we able to retire early? Did WE achieve our desired return on life…that’s how we’ll track and measure success!

Easy 24/7 tracking will be made available for you to check performance of your investment portfolio and monitor the ongoing status of your wealth management plan. We make ourselves accessible to meet with you to review what’s on your mind and talk through how we can continue to best help you stay on track.