Areas of Expertise

Financial planning is about helping you use your money effectively to make your life better. And it’s about doing more of the things you enjoy most.

We strive to be a vital resource, providing a sense of confidence and clarity when it comes to your money. We will help you engage in the process in a systematic and structured way. Areas of financial planning service include:

Tax Preparation
Tax Planning
Estate Planning
Investment Management
Business Planning
Insurance Planning
Risk Management
Cash Flow Management
Goal Setting

Services are provided on a fee-only (non-commission) basis. As a fiduciary, it is our responsibility to act in your best interests, rather than be motivated by any benefits we could receive.

How does it work?
Let’s start with a simple conversation. We want to know about you – your goals, your ideas, your challenges. We’re here to listen, no matter your ideas or challenges.

Next, we’ll guide you through the process of a comprehensive financial review, helping you gather documents and set up your goals – and we will keep you on track! We operate under an open retainer agreement, so you can reach out to us or set up an appointment at any time with no additional charge. Typically, most financial planning clients enjoy the time they spend talking with us on a quarterly basis (or more often if desired!) Your style of working with us is based on you as an individual, and we wouldn’t have it any other way.

Fees are deducted from your account and there are no hidden commissions charged. That’s because we’re focused on keeping you on track and helping you feel confidence toward your financial future.