Our Services

We seek to meet clients where they are in life and help them address financial needs. There are multiple service options because we know that not every client and situation are the same. Take some time to look through our offerings and the different topics that may need to be addressed in one’s financial journey. If you have questions about the differences, or which one may be right for you, we would love to help you narrow it down.

  • Wealth Management

    This is our core offering. It is an ongoing partnership where you pay based on your assets under management. In return you get portfolio management and our full suite of support services. This is a very personal and care-intensive offer that is meant to be long-term. However, you can end the relationship at any time for no additional fees. The cost is determined by the amount of assets, type of assets, personal needs, and overall complexity.

  • Financial Planning

    This usually involves building a personal financial blueprint that you will then be able to execute on your own. We would agree on a flat fee, hourly rate, or monthly plan (depending on the work desired). This may be the optimal offer for those who are comfortable self-managing their investments, have simplified financial needs, and/or currently have smaller investment balances.

  • Financial Coaching

    Coaching is more about expanding your financial literacy and preparedness on topics of your choice. Think of this as a tailored financial class. It is for people who want insights around establishing an emergency reserve, getting out of debt, understanding insurance, basics of investing, and other acumen-based topics like college planning, estate planning, taxes, gifting, legacy, caring for aging parents, etc. No specific financial advice would be provided.

  • Workplace Wellness

    This offer is designed for businesses. We would provide support to your employees, helping you have a more financially equipped workforce. Studies show that a more financially healthy and stable workforce produces better results over time. Content could be open Q&A, topical subjects, or a curriculum. No personal financial advice would be given. Can agree to point-in-time engagements or more recurring support.

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Topics that we can help address

  • Placing your available money into an investment strategy that is appropriate for your risk tolerance, goals, and time horizon. Also minimizing unnecessary costs and factoring in any personal customization preferences when suitable.

  • Helping you visualize your ideal retirement and accomplishing necessary steps to give you the best chance of reaching your goal in the desired timeframe.

  • In your accumulation years, it is not enough to just save arbitrarily. We can advise on where and how to save to enhance growth with a focus on what you will be able to keep after taxes

  • Having a strategic plan that considers asset longevity and tax minimization is an important part of feeling at peace while spending your money.

  • Truly understanding how much you make and what you spend is an important part of financial success. Knowing how much cash to hold, and where to hold it, helps create a stable financial foundation.

  • "You cannot hit what you cannot see". Most people have a goal of retirement but they may not realize other goals that could be competing for those retirement dollars. Having goals defined and prioritized is the only way to have a clear vision for your future. Then, it is about assessing and tracking progress along the way.

  • No one likes to talk about death. However, not talking about it does not make it less likely to happen. So, destigmatizing these conversations and making them productive is necessary to make sure your loved ones and your wealth will be well-cared for should the worst happen. When an estate attorney is needed we can either partner with yours, or can work to help you find one.

  • The more you spend on taxes the less of your money you get to use. Not everyone will need a CPA, but everyone needs to be aware of their tax situation and have a minimization plan. When a CPA is needed we can either partner with yours, or can work to help you find one.

  • This can mean properly controlling the risk of your investments but we see it being beyond that. We want to assess the role of insurance in your life. Having too much of the wrong insurance slows down financial progress and not having enough of the right insurance leaves your wealth at unnecessary risk of hardship. When an agent is needed we can either partner with yours, or can work to help you find one.

  • Whether for kids, grandkids, nieces, nephews, or family friends chances are you will know someone with future education needs. We can help you define your goal, know your options, and implement a strategy.

  • We are passionate about small businesses because we are one. There is a lot involved in considering, starting, running, and ending your business and we are happy to consult with you along the way to help you be as competitive and financially successful as possible.

  • If you are someone who is charitably inclined, you may not realize that all gifts were not created equal in the tax code. There are important limits and strategies to consider with both individual and charitable giving. Let us help you with a plan so you can do more with your money throughout your life.

  • This goes beyond the assets you leave behind in your will. This includes hopes, values, convictions, and much more. We will help you align your plan for the financial assets with all the intangibles so that you can leave the best legacy possible for those you care about.

  • If your parents are still alive, then you know they will continue to age. Eventually there is a high likelihood that care decisions will need to be made. This comes with financial, emotional, and relational implications. We can be a trusted partner to get your family ready and walk you through a new season of life.