We take the time to understand your unique situation. By understanding your whole financial picture and the life that you want to live. We can then build an investment strategy that is right for you.

You can now easily get an investment portfolio through any robo advisor for 0.25% of your assets to be managed.

The value of financial advice is now in the relationship with an actual human. It is a partner who will not only help you define your goals, but build a plan unique to you. They should walk alongside you to help attain those goals. They should ensure that you actually implement those plans and help hold you accountable.

If an advisor is compensated via a percentage of your investments, how likely would they suggest you use that money to pay off debt? Buy a second home? Pay cash for a car? Would it not be more profitable for them to suggest you take out a loan and instead keep that money invested?

Why would you build your life without first creating the vision?

We believe markets are efficient. We do not try to time markets or actively pick individual stocks.

Fulfillment comes from relationships and experiences, not things. We know this! Don’t succumb to consumer culture.

Wealth and happiness is the ability to spend time that is aligned with your core values. More money won’t replace that missed soccer game, holiday, birthday…

There are other options than working until you are 65. You could work part time. Maybe you want to start a business or go back to school. Or you may want to take time off to spend time with family and friends. Explore your options and live without regrets.

Who knows what the future holds. Live today. Plan for flexibility to be a part of your future.

Life Transitions = Money Decisions

It is easier to make good money decisions when we are younger as opposed to fix money mistakes later in life.

No debt = peace of mind and flexibility