We have
your well-being
at heart

Let us guide you through life’s important decisions and create a holistic financial plan that brings your vision and dreams to life.

Holistic

We look at everything in your financial life – investments, real estate, insurance, buying and selling businesses, succession planning, estate plans, cash flow, and more – to come up with a clear plan specific to your needs. We work with your existing financial team, or we can help you to update your team when needed. You will have confidence knowing that you have a real partner in planning your financial future.

Family-Oriented

Financial and Estate planning involves the whole family, and every family is different. We want to understand your vision for your life, family and goals for your legacy and create the right plan for you to meet those goals. We always take a personal interest in what’s important to you.

Available

We want to hear what you have to say. We want to know about your plans and talk to you about the best way to get you there. We avoid industry jargon and speak in a language that is common to all of us, so that you are comfortable discussing any topic and asking any questions.

Collaborative

We collaborate with your existing team, starting with reviewing and organizing all aspects of your financial world—not only the known, but the unknown. We also coordinate the services of all your trusted professionals to manage your financial situation. Whether during a regular face-to-face review of your portfolio, monthly briefings, or directly responding to your queries.

Intergenerational Planning & Legacy

Our clients tell us that we help them to enjoy life now, and plan for your loved ones and charities once you’re gone. We get to know your family, personally and through your eyes, and we make the right recommendations for the best way to plan for each family member and organization going forward.

Financial Professionals

We help you keep a pulse on the financial world, providing you with one less thing to worry about. Our clients appreciate our guidance on intergenerational planning to help manage your legacy and/or collaborate with your existing estate planning professional(s) to minimize the possibility of something falling through the cracks. Before anything else, we focus on fostering a long-term and meaningful relationship with you for life.

What to Expect When Working With Us

• We start with a meeting to get to know each other and learn about your vision, concerns, aspirations, and fears. We listen, we talk about your family, friends, and the people and issues that matter to you.
• We will ask you to gather a lot of information. But don’t worry – we’ll help any way we can. We’ll take this information away to review and analyze everything, and begin to formulate a plan.
• We get back to together with you to review what we’ve heard, read, researched, and analyzed. We will use this time to make sure we’re all on the same page regarding your current financial situation and your future goals.
• We’ll set a regular cadence of meetings, live or via Zoom to review all of the recommendations based on your information and your goals. Not every situation is the same, so we are sure to prioritize the most important topics first.
• We will continue to meet and touch base through the implementation process, and then begin our regular schedule of review meetings as frequently as needed. We also know that priorities can change over time, so we’re always here to listen and change course if needed.