Our Services


We are dedicated to helping individuals, families, and businesses plan for their futures with values-based comprehensive financial planning and wealth management services.

In addition to helping you identify and achieve your financial goals, we focus on ensuring that your goals are in harmony with your values and the impact you wish to make and the legacy you will leave behind.




Your Financial Roadmap

Your financial journey begins with your Financial Roadmap®. The Financial Roadmap® is an intellectually stimulating and emotionally engaging process designed to help you explore your innate values, identify your goals, and gain a clear understanding of your current financial health and future direction. 

As independent, fee-based advisors, we are able to incorporate the most suitable products and services available to help achieve your goals. We view ourselves as “accountability coaches,” helping guide you down a path toward financial independence.

Enjoy your most precious asset... time.


Lifestyle Wealth Plan

Your Financial Roadmap® serves as the foundation on which to build your Lifestyle Wealth Plan. The Lifestyle Wealth Plan is a personalized, comprehensive financial plan that provides an objective assessment of your current financial reality and develops specific recommendations that have been tailored to your personal situation. This process provides you with the clarity you need to make smart choices that are consistent with your values and maximize the probability of achieving all of your financial goals for the specific and unique reasons that are important to you.

Common areas that are addressed in your Lifestyle Wealth Plan include but are not limited to:

  • Investment Management
  • Retirement Planning
  • Estate & Legacy Planning
  • Tax Planning
  • Education Planning
  • Social Security Planning
  • Insurance & Risk Management
  • Charitable Giving
  • Trust Services
  • Socially/Ethically Responsible Investing


Implement Your Plan of Action

Creating your plan is only the beginning of achieving financial fitness. Our next step is to take action to implement the recommendations. We will assist you through the entire implementation process to ensure it goes as smoothly as possible.


Monitor, Review, and Communicate

Much like staying physically fit, financial fitness requires regular maintenance. It is important to make financial planning an ongoing process. We establish a regular meeting schedule to review your plan, making changes or updates as needed. Our team will be by your side, coaching and supporting you to ensure your success.


Have more questions?

We have answers! We invite you to contact us via phone, email or drop by to discuss your needs and questions.