Our financial advice is customized to you and is based on your unique goals, intentions, values, experiences, and relationships. We dedicate a meeting to listen to you and ask questions about your history, your aspirations, and what “makes you tick". This enables us to know how best to advise you. And we know life is complicated—we’re here to guide and support without judgement.
Our only compensation comes from client fees. We don’t accept commissions from product or service providers. We work exclusive for you. We believe our “fee only” approach allows us to give advice in the best interest of our clients.
We promise to do what we say: walk alongside you and provide financial guidance and investment management as your life changes. Consistent, thoughtful advice is always based on your priorities.
We look holistically at your financial situation. We are looking out for your overall financial health, which includes discussing a broad array of topics.
Financial planning is an ongoing, collaborative process. We are not here to tell you what to do. We are here to listen, assess your situation and your desired outcomes, and provide what we believe to be the best courses of action. It is a process of us working together. We provide specific advice, and if you would like to take a different course of action, we can develop alternatives and inform you of the possible outcomes of each alternative.