Creating a Plan for Financial Freedom

Helping individuals, couples, and businesses make powerful decisions around their wealth is what we do. Setting them free to follow the life they dream of is who we are.

Creating a Plan for Financial Freedom

Helping individuals and couples make powerful decisions around their wealth is what we do. Setting them free to follow the life they dream of is who we are.

Who We Are

Our mission is to help you achieve your dreams – prudently and thoughtfully – through a long-term financial planning relationship with a trusted and knowledgeable team.

We take your future seriously, because it’s our future too.
We have the knowledge, experience, and tools to connect you with your goals through retirement planning, estate planning, investments, and asset allocation.

What We Do

For almost thirty years, we have helped people understand and use financial planning to positively affect their future. Our flexible, interactive planning process allows us to tailor our services to your specific needs, goals, and timeframe in order to connect you to your dreams.

Our Team

Our team is here to help you reach your financial goals. It has taken over thirty years for us to curate our distinctive team. We are a small team that is big on long road trips, snuggly dogs, and happy hours on a quiet Friday afternoon. We are here to serve you – and help make a lasting, positive impact on you and yours along the way.


As partners in your future, we understand the complexity of your life which is why we value a holistic approach to your financial future and specialize in an array of services to help preserve and build your wealth.



Our Financial Planning Process:

The Dream-Decision Framework

For nearly thirty years, we have helped people understand and use financial planning to affect their future. Our flexible, interactive, planning and investment process, allows us to tailor our services to each client’s specific needs, goals, and timeframe in order to help them all connect.

#1: Dream Meeting

We take the time to learn more about you while we explain our way of doing business, responsibilities and expectations.

#2: Discovery Meeting

We take clear notes about the dangers you perceive, as well as the opportunities and strengths you have in order to create a plan that is tailored to meet your needs.


#3: Strategy Meeting

It’s our job to combine vigilance, patience and perspective in order to help maximize the opportunities that meet your needs.

#4: Recommendations Meeting

We thoroughly explain the recommendations and strategy we have designed to help you connect with your dreams.

What's Next?

Upon approval, we go to work on your behalf, communicate on your terms and strive to simplify the process. We then schedule regular annual or semi-annual meetings, which allow us to review your financial plan, answer any questions, and evaluate your progress.

Need Some Extra Guidance?

Below you will find downloadable guides curated for you and your specific needs.

Market Updates & Tips

How to Transition to the Real World After College

If you have recently joined the world of “adulting” or know someone who has, it can be overwhelming. Here are some quick tips that might be helpful. For financial decisions you need to make, our team is here to help! 1. By all means, take time to figure things out:...

The Importance of Diversification: Creating a Balanced Investment Portfolio

When it comes to investing, there is no one-size-fits-all approach. Each person's situation is unique, and as such, each person's portfolio should be tailored to their individual needs and goals. Diversification is important because it can help to mitigate risk. By...

The Advantages of Having a Financial Advisor During Market Volatility

Investing can be an intimidating process, especially when market volatility strikes. Working with a financial advisor can help you make investment decisions during times of uncertainty. Let’s look at what a financial advisor can do for you in these volatile times....

Navigating Financial Uncertainty: Why a Financial Advisor Can Help

If you're feeling lost and uncertain about what to do next, you're not alone. But there can be help available in the form of a financial advisor. Read on to learn more about how a financial advisor can help you navigate the turbulent waters of life.   What is a...

How Much Should I Save for Retirement?

It's never too early to start planning for retirement. But how much should you be saving? The answer depends on many factors, such as your current age, income level, goals, and lifestyle. It's important to do your research and tailor a plan that fits your individual...

The Importance of Starting Your Retirement Planning Early

Retirement planning is a process that requires time, effort, and discipline. It's never too early to start planning for retirement, regardless of your age or stage in life. The earlier you start, the more time you have to save and the more likely you are to achieve...

Retirement Planning 101: How To Get Started

It's never too early to start planning for retirement! Even if you're in your 20s or 30s, now is the time to start saving and investing for the future. While it may seem like a daunting task, retirement planning doesn't have to be complicated or expensive. In fact,...

Tax advantages of charitable giving

It is not uncommon for a person to want to make a difference and reduce the amount of human suffering in the world. Of course, just one person does not have the ability to solve all of the world’s problems, but each person does have the opportunity to do their small...

What is a market correction?

Of course, the goal of investing is to ultimately see the valuation of your assets in your investment portfolio continue to appreciate. Overall, if you make the right investment decisions this will be the case. However, financial markets do not only move in one...

Investing in real estate

Real estate has been a solid long-term investment for many. There are different ways to capitalize on the real estate market for an investor. One way is through direct investment in property. A second option is to invest in a real estate investment trust (REIT). Both...

What is a 529 plan?

Education is a key factor in predicting whether a person will be financially successful in life. This is why many parents strongly encourage their children to do well in school when they are young so they can be ready for college. Many millennials are now at the age...