THIS WE DO

We bring together a team of professionals who work for you.

On-going, interactive, and custom Financial Planning sessions with a CFP® professional.
A Family CFO that reports to you, the Family CEO.
A meticulous and detailed Relationship Manager.
Introduction to an estate planning attorney who will carefully draft/review your wills, trusts, POA's, and medical directives and will sit in as needed in planning/review meetings.
A firm that collaborates directly with your CPA and will send all your tax info directly to them at tax time.
An common-sense investment strategy that's straight-forward, easy to articulate, and seeks to take advantage of market volatility.
Online access to a portal to easily view investment performance.
A digital archive of life's most important information - for end of life planning.
A firm that specializes in simplifying complicated things.

We love what we do, and are good at it.
It's very rare when someone takes the time to learn about our approach, that they do not become a client.
We are so confident in our planning approach, we'll create a custom plan for you during the interview process, so you can "try before you buy", no strings attached.
Our planning process is a uniquely interactive experience between you and your planner.
A financial planning relationship that can span generations to benefit your extended family.