You
Intellect and hard work got you to where you are today. You make meaningful contributions to a team focused on solving unique challenges. Your work is highly valued and you’re well-compensated for your efforts. The demands of your position make it difficult to strike that perfect work/life balance. You smile when you remember how busy you thought you were before having kids.
You’re analytic; capable of solving intricate problems. You’re also realistic. You know the complexity of your finances has grown alongside your responsibilities. You have investments, retirement plans, college savings, company stock, estate documents, insurances. And of course the tax considerations – swirling above it all. It’s unwieldy. You’re unsure if it meets your family’s needs or when you’ll have time manage it all more thoughtfully.
Us
We’re also analytic. Unlike our industry peers, we love when our clients ask “why?” Sharp clients, capable of evaluating details and complexity, root our partnership in shared understanding. Together we can create a plan that successfully balances the priorities in your financial life and inspires your confidence by thoughtfully addressing each of your needs.
We take our work seriously. It shows in our due diligence, the quality of our recommendations, and in each system employed to improve your financial security. You’ll have the opportunity to experience all of this before you implement any of our advice.
In an industry driven by brokers, commissions, and conflicts of interest, we are different. As fee-based fiduciaries, we’re paid by our clients to work for our clients. We built it that way because it’s how we would want to be treated.
