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About Us

Planning for the future is challenging. We cut through these distractions and stay focused on what matters most to you. We are more than just traditional financial advisors; we encourage you to stretch beyond the basics and embrace an intentional plan to live well.


Mission

Provide our clients with financial confidence through all life stages.

Our Values

We choose to be financial planners guided by these non-negotiable values:

Integrity - thinking, speaking and acting honorably at all times

Transparency - operating without a hidden agenda

Consistency - functioning with intention through a continuously improving process

Responsiveness - personal service delivered in real-time

Prudence - acknowledging current realities through time-tested techniques without chasing fads

Thoroughness - covering all the bases, all the time

Innovation – avoiding complacency through consistent challenging of the status quo

Generosity - giving more of ourselves than is required or expected

Our Process

Steps in our process include:

Introduction – Developing a mutually beneficial relationship between advisor and client

Discovery – Working with the details to develop a plan that is tailored to the client.

Evaluation – Crafting a plan that caters to our clients’ best interests.

Implementation – Applying strategies personalized to our clients’ carefully constructed investment plan.

Ongoing Relationship – Guiding clients’ through their investment journey every step of the way.