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About Us

Our Pledge 

Organization: we will bring order to your financial life.

Accountability: we will help you follow through on financial commitments.

Objectivity: we bring insight from the outside to help you avoid emotionally driven decisions in important money matters.

Proactivity: we work with you to anticipate your life transitions and to be financially prepared for them.

Education: we will explore what specific knowledge will be needed to succeed in your situation.

Partnership: we attempt to help you achieve the best life possible and will work in concert with you, not just for you, to make that possible.


Mission

To help you live the best life possible with the money you have.

Our Process

Steps in our process include:

Introduction – Is there a need for our services, can a relationship exist.

Discovery – Understanding the Client's personal and financial circumstances; identifying and selecting goals.

Evaluation – Analyzing Client's current course of action and potential alternative course(s) of action.

Develop – Crafting a plan(s) that caters to our clients' best interests.

Presentation – Presenting the Financial Plan and recommendation(s).

Implementation – Applying strategies personalized to our clients’ carefully constructed Financial Plan.

Monitoring – Ongoing monitoring of the Plan and being your partner throughout your Financial Life.