Broker Check

Get to know you and your family and what’s important to you.

Identify and prioritize your long-term goals (which could focus on retirement, college, home-ownership or your business).

Design how you want your future to look, including your lifestyle, where you’ll live, and how much it will cost.

Help you make the best decisions that fit your current situation and long-term expectations.

Forecast the growth of your portfolio, making realistic assumptions about the risk you are willing to accept and the investment returns you should realistically expect.

Model different scenarios to show how different decisions—such as retiring a couple of years later or working part-time—can impact your nest egg.

Answer all questions you have about your finances or investments along the way, so you always understand the “why” behind our advice.

Invest in the Life You Want

We’re a fee-only financial planning firm, which means we don’t sell products, earn commissions from third-parties, or receive any kickbacks. You can rest assured knowing we’re never financially incentivized to do anything but put your best interests ahead of everything else.

Here’s how we can start together:

Financial Fitness Review

Together we will cover some of the core areas of financial planning, such as savings for various goals, protecting your income and savings, and discussing your investments.

During our meeting we’ll review your financial life and develop an action plan with recommendations for you to implement.

Starts at $3,900

Financial Plan & Investment Review

We will dive deeper into your financial life with more research into your financial planning, retirement readiness review, college planning, and/or investment plan.

We'd have more time to discuss insurance and estate planning, employee benefits, and other important questions for your future.

Starts at $5,900

Ongoing Planning & Support

A comprehensive financial plan addresses a wide range of areas in your financial life. We can provide detailed planning and investment advice on an ongoing basis under an annual retainer.

We also offer investment management and ongoing financial planning.

Starts at $9,500

Pick your plan -- or chat through the options to understand what works best for you.