1. We listen first.
We are not a factory. We take time to understand you — and what matters most.

2. We build clarity together.
We use simple visuals and language — not jargon or charts — to help you clearly see your financial life.

3. We plan around your life.
Simple, practical steps — always aligned with your vision and values.

4. We adapt with you.
Life changes. We meet regularly to help keep things clear, flexible, and on track.

Case Studies

Don, a retiring doctor, feels he is losing his identity along with his income, while Susan avoids "spreadsheet" discussions like the plague.

Jim and Linda are selling their business and farm. Charitably minded, they seek tax-efficient strategies to support family and giving.

Divorced after 29 years, Catherine vows to commit time and resources to the things that make her come alive again.

Widowed young, Debbie is nervous and overwhelmed, but she desires to honor her husband's legacy and spend time with family.

FAQ

You don’t need to have it all figured out. We’ll start with an easy conversation and take it from there — one step at a time.
Most people aren’t looking for someone to boss them around. They want to be heard. We start by listening — then help your finances grow and adapt with life.
We charge a simple 0.75% (less than 1%) fee on the total investment portfolio we manage — with a quarterly minimum of $1,875 and a maximum of $7,500.