Schedule Your Free Financial Assessment
Approach every financial situation with clarity and confidence
Are We The Right Partner
We want to make sure we're the right fit to help you. We work best with people who:
- Want to delegate their financial planning and investment management to a seasoned expert so they can spend time on what matters most.
- Are diligent savers who have accumulated $500,000 or more of investment assets.
- Are Gen X and Y families eager to delegate to a seasoned expert and simplify their finances.
- Are motivated younger families who have the means to pay for a financial planner and recognize the value of planning for the future.
Find The Plan That Fits Your Life
Achieve what matters most with a financial plan that integrates
with your financial needs and goals.
Schedule Your “Learn More” Call
The first step is a short 20–minute call where we get to know each other and determine if our expertise matches your needs. We will explore what is most important to you and your family (your “Why”) and get clarity on what a successful partnership means to you. If we aren’t the right fit for you, we will make sure to introduce you to a firm that is better suited to your needs.
The purpose of this meeting is to take a deeper dive into your vision, values, and goals. Together, we’ll gain clarity around your concerns and unique financial situation. Your Free Financial Assessment will be guided by this call, along with the documents you provide. We will apply our experience, expertise, and understanding of who you are to analyze your situation, answering three critical questions:
- Are you on track to reach your long-term goals?
- How can your tax bill be reduced?
- How can your investments be improved?
Presenting and reviewing your financial assessment
In this meeting, we will present your Financial Assessment. You'll see in dollars and cents how our firm can improve your finances. We'll also leave plenty of time for you to ask any outstanding questions on your mind.
At the end of this process, we will simply ask you to think about it. We are interested in forming long-term relationships and want you to feel completely comfortable with your decision to partner with us. It is important you take as much time as needed to reach a decision. There is never a hard sell or pressure to say "yes."
7 Costly Mistakes to Avoid When Hiring a Financial Advisor
Review our downloadable guide to help ensure you choose a competent financial advisor you can trust.
There are a lot of factors to consider when choosing which financial advisor you work with. Unfortunately, not all advisors are as qualified and trustworthy as you might hope. Review these 7 tips to consider and questions to ask when hiring your next financial advisor.
Still Have Questions?
Review our commonly asked questions.
Your financial plan consists of many elements, including investments, taxes, retirement, insurance, and more. We have the knowledge, experience, and resources to manage it all for you with one comprehensive plan. By managing all of your finances, we ensure everything works cohesively and can easily make adjustments as needed to align with your goals.
As a fee-only financial planning firm, we are commission-free. This allows us to structure our fees based on your needs and the complexity of your finances.
If a financial advisor is fee-based and receives a commission, they may have hidden fees or conflicts of interest. But with us, every statement you receive will have a line item to reflect your fees – no hidden fees, ever.
The fee we charge you will include the management of your investment accounts plus ongoing comprehensive financial planning. Our goal is to save you money by lowering your taxes and investing smarter.
If you’re still searching for the right financial advisor, schedule a no-obligation Free Financial Assessment with us to help you better understand what sets us apart and how we can help.
Our goal is to work with clients for the long-term, and we pride ourselves on establishing personal, trusting relationships with everyone we assist. Because of this, we are not currently able to offer an hourly fee structure or assist with one-time financial projects.
If this is the type of financial planner that you are looking for, reach out to us and we’d be happy to try and connect you with a professional who can help.
When you work with a larger financial institution, you likely won’t have one advisor dedicated to you and can get stuck talking to different people each time you call. As a smaller independent firm, we limit the number of new clients we take on to deliver massive value and personalized service, and we are not tied to any specific companies, products, or services.
You should feel comfortable about your financial planning, not pressured or sold to. As fiduciaries, we will always put your interests first. We will never recommend products based on commissions or other relationships, but will focus purely on your goals and needs.
Finding the right advisor is very important, and we appreciate your due diligence in finding the right partner for you! To try and help you decide, we’d like to tell you why you shouldn’t hire us.
If your goal is to find an advisor who will help you “beat the market” with quick stock trading, we aren’t the right fit for you. We want to focus on the financial choices that are in your control, and fluctuations in the stock market or interest rates are very hard to predict for any financial professional.
However, if your goal is to lower your taxes, invest smarter, and find a partner who will help you make wiser financial decisions, you’ve come to the right place!