What we do: an overview 1.0

Financial Planning

Financial Planning is the art and science of aligning your financial resources with your values and goals.  An advisor partners with you to help answer questions like:

  • How can we pay for our kids’ college?
  • Do we have enough to retire?  When?
  • Are we managing our taxes right?
  • Are we invested appropriately?
  • Or…  Aarrrggh?!  The world is crazy, how do I simplify my financial life??!!

We engage with you in financial planning topics that include your income, expenses, assets, debts, investments, risk exposure, insurance, and taxes.  We help you establish your goals, create a plan to use your resources effectively, then put the plan into place.

Investment Management

Investment management is the process of… managing your investments!  We develop an investment strategy appropriate for your goals, your life, your willingness to accept risk.  Then, we implement the plan.

Wealth Management

Wealth Management is both ongoing, comprehensive financial planning, and investment management in one service model.  It is the most robust way to manage your financial life.  If you are retired, we help you manage your wealth.  If you are still in your working years, we help you turn your wages into wealth.