As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.
Every time I turn around, there’s another financial decision to make.
How do I know I’m making the right ones?
No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. Learn more.
When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. Learn more.
Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. Learn more.
Holistic Financial Planning for Life’s Transitions
Financial planning would be easy if life always progressed according to plan. But life is a series of transitions – some planned, some unplanned – and the financial decisions made during these transitions can be the most critical ones. The time we take to understand you – your goals, your values, your relationships, your personal history, every aspect of your finances – and our availability to you as part of your retainer helps us be effective, trusted guides during your life’s transitions. Would you have more peace of mind if you knew the most important things for your future were taken care of? Contact us to learn more about the difference a holistic personal financial plan can make.