About Us
Since 1996, we've been helping successful families, business owners, and professionals plan for and live the retirement they've worked toward. When you have clarity about where you stand and where you're headed, you can make better decisions about your money and your life.
Working Together
We're selective about the clients we take on, and we expect prospective clients to be just as selective about the advisors they choose.
It starts with an introductory call where we get to know each other and walk through what working together would look like. If that goes well, we send an introduction kit and schedule a FIT meeting about two weeks later. This isn't a decision meeting. It's an opportunity to dig deeper into whether our values and approach align with what you're looking for. After that meeting, we both take a two-day pause to reflect.
If we agree to move forward, we schedule a Discovery Meeting to gather the detailed information needed to build your plan. Then we move to Strategy and Implementation, where we present recommendations and begin putting them into action. The final step is Welcome Aboard, where we establish the ongoing rhythm of our relationship.
What To Expect
We work with a select group of clients because we believe in being genuinely responsive. When you call, you'll reach someone who knows your situation. When something changes, we'll reach out proactively. Our office is designed to feel comfortable, not corporate. We keep your favorite beverage on hand and remember the details that matter to you.
We also collaborate with a network of professional partners, including estate planning attorneys, tax advisors, property and casualty brokers, and other specialists, to coordinate every aspect of your financial life.